Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Trust II in their Schedule of Assets, totaling $455K 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 | ROBERTS COMPANY, INC. ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST | HATTIESBURG MS | 677 | $9.3M | $404K |
| 2 | JUNIPER HEALTH, INC. JUNIPER HEALTH RETIREMENT PLAN | BEATTYVILLE KY | 163 | $5.6M | $52K |
