Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan U.S. Equity " in their Schedule of Assets, totaling $1.7M 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 | KONG COMPANY, LLC KONG COMPANY 401(K) PLAN | GOLDEN CO | 199 | $13.9M | $813K |
| 2 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $444K |
| 3 | LARSEN MANUFACTURING, LLC LARSEN MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
MUNDELEIN IL |
| 217 |
| $10.4M |
| $205K |
| 4 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $198K |
| 5 | DEMAND SCIENCE GROUP, LLC DEMAND SCIENCE GROUP 401(K) PLAN | DANVERS MA | 101 | $11.6M | $34K |
