Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Strategic Income Opportunities Fund Mutual fund - in their Schedule of Assets, totaling $1.9M 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 | ZACHRY CONSTRUCTION & MATERIALS,INC. ZACHRY CORPORATION EMPLOYEES 401(K) PLAN | SAN ANTONIO TX | 2,412 | $246.3M | $1.3M |
| 2 | ENERFAB, INC. HBH HOLDINGS, INC. 401(K) | CINCINNATI OH | 554 | $56.7M | $625K |
| 3 | L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN |
WOODINVILLE WA |
| 120 |
| $6.1M |
| $53K |
