Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan US Government MMkt Instl in their Schedule of Assets, totaling $1.3M 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 | FETTER HEALTH CARE NETWORK, INC. FETTER HEALTH CARE NETWORK, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | CHARLESTON SC | 160 | $8.9M | $555K |
| 2 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $445K |
| 3 | NCN MANAGEMENT LLC |
CARLSBAD CA |
| 414 |
| $15.2M |
| $140K |
| 4 | HOBAN & ASSOCIATES, INC. DBA COAST REAL ESTATE SERVICES HOBAN & ASSOCIATES, LLC DBA COAST PROPERTY MANAGEMENT 401(K) PLAN | EVERETT WA | 320 | $4.9M | $115K |
| 5 | MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN | LA JOLLA CA | 386 | $7.2M | $58K |
