Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan US Equity Fund # in their Schedule of Assets, totaling $6.3M 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 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $1.8M |
| 2 | H. B. MAGRUDER MEMORIAL HOSPITAL H. B. MAGRUDER MEMORIAL HOSPITAL 403(B) PLAN | PORT CLINTON OH | 404 | $24.0M | $1.5M |
| 3 | CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN |
NEW YORK NY |
| 537 |
| $45.3M |
| $917K |
| 4 | H. B. MAGRUDER MEMORIAL HOSPITAL RETIREMENT PLAN FOR EMPLOYEES OF H. B. MAGRUDER MEMORIAL HOSPITAL | PORT CLINTON OH | 364 | $17.8M | $685K |
| 5 | PRIME MATERIALS RECOVERY, INC. PRIME MATERIALS RECOVERY, INC. 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 422 | $20.6M | $447K |
| 6 | CAST NYLONS CO., LTD CAST NYLONS LIMITED 401(K) RETIREMENT SAVINGS PLAN | WILLOUGHBY OH | 102 | $7.2M | $245K |
| 7 | TEAMWORKS INNOVATIONS, INC. TEAMWORKS INNOVATIONS, INC. 401(K) PLAN | DURHAM NC | 368 | $15.8M | $220K |
| 8 | FATHER BILL'S & MAINSPRING, INC. FATHER BILL'S & MAINSPRING, INC. 401(K) PLAN | BROCKTON MA | 316 | $6.4M | $217K |
| 9 | HOUSTON AREA WOMENS CENTER, INC. HOUSTON AREA WOMEN'S CENTER, INC. 401(K) PLAN | HOUSTON TX | 164 | $6.2M | $118K |
| 10 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $71K |
