Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Index Fund Mutual Fund in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AXIOM GLOBAL INC. AXIOM GLOBAL INC. 401(K) PLAN | CHICAGO IL | 2,550 | $114.4M | $5.1M |
| 2 | FARO SERVICES, INC. FARO SERVICES, INC. DBA FARO LOGISTICS SOLUTIONS, INC. 401(K) PS PLAN | GROVEPORT OH | 1,060 | $5.2M | $254K |