Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Jpmorgan Ultra-Short Income in their Schedule of Assets, totaling $124K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INFLAMMATIX, INC. INFLAMMATIX, INC. 401(K) PLAN | SUNNYVALE CA | 80 | $8.1M | $38K |
| 2 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA | 236 | $18.6M | $36K |
| 3 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA |
| 522 |
| $22.7M |
| $21K |
| 4 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $10K |
| 5 | AD RESULTS MEDIA, LLC AD RESULTS MEDIA, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 66 | $5.8M | $8K |
| 6 | TAKE COMMAND INSURANCE AGENCY INC. TAKE COMMAND HEALTH 401(K) PLAN | RICHARDSON TX | 114 | $3.9M | $7K |
| 7 | THE BORING COMPANY THE BORING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | BASTROP TX | 476 | $3.8M | $2K |
| 8 | CATALANT TECHNOLOGIES CATALANT TECHNOLOGIES 401(K) PLAN | BOSTON MA | 82 | $8.9M | $1K |
