Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Funds in their Schedule of Assets, totaling $15.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $12.0M |
| 2 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $2.1M |
| 3 | NEW GLARUS BREWING COMPANY NEW GLARUS BREWING COMPANY 401(K) PLAN |
NEW GLARUS WI |
| 110 |
| $11.7M |
| $1.1M |
