Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Equity Fund in their Schedule of Assets, totaling $8.7M 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 | QUICKBASE, INC. QUICKBASE, INC 401(K) PLAN | BOSTON MA | 587 | $73.8M | $4.2M |
| 2 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $1.8M |
| 3 | COMMUNITY HEALTH SERVICES, INC. COMMUNITY HEALTH SERVICES, INC. 401(K) PLAN |
HARTFORD CT |
| 161 |
| $10.6M |
| $924K |
| 4 | MC2 CIVIL, INC. MC2 CIVIL, INC. 401(K) PLAN | HOUSTON TX | 338 | $7.5M | $472K |
| 5 | ORION FEDERAL CREDIT UNION ORION FEDERAL CREDIT UNION 401(K) PLAN | MEMPHIS TN | 173 | $13.0M | $395K |
| 6 | NEW YORK COUNTY DEFENDER SERVICES NEW YORK COUNTY DEFENDER SERVICES PROFIT SHARING PLAN | NEW YORK NY | 143 | $14.4M | $287K |
| 7 | ALPINE LUMBER COMPANY ALPINE LUMBER COMPANY 401(K) PLAN | WESTMINSTER CO | 600 | $28.0M | $263K |
| 8 | BAKER DRYWALL PARTNERSHIP, LLP BAKER DRYWALL PARTNERSHIP, LLP 401(K) PLAN | MESQUITE TX | 649 | $44.4M | $256K |
| 9 | SPECIAL OLYMPICS FLORIDA, INC. SPECIAL OLYMPICS FLORIDA, INC. 401(K) RETIREMENT PLAN | CLERMONT FL | 100 | $5.7M | $57K |
| 10 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $20K |
