Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding JPMorgan U.S. Equity Fund* in their Schedule of Assets, totaling $257.0M 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 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $226.8M |
| 2 | BASSETT FURNITURE IND. INC. BASSETT FURNITURE IND. INC. 401(K) PLAN | BASSETT VA | 1,223 | $72.8M | $6.5M |
| 3 | LITHKO CONTRACTING, LLC BUILDING YOUR BENEFITS RETIREMENT SAVINGS PLAN |
WEST CHESTER OH |
| 3,841 |
| $86.2M |
| $3.9M |
| 4 | PAYCOM PAYROLL, LLC PAYCOM 401(K) PLAN | OKLAHOMA CITY OK | 7,073 | $322.4M | $3.4M |
| 5 | RATEGAIN TECHNOLOGIES, INC. RATEGAIN TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | IRVING TX | 103 | $28.7M | $1.9M |
| 6 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.3M |
| 7 | MEADOWLAND FARMERS COOP MEADOWLAND FARMERS COOP 401(K) PLAN | LAMBERTON MN | 217 | $18.7M | $1.2M |
| 8 | MCCALL ENTERPRISES, INC. MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN | PORTLAND OR | 32 | $26.7M | $1.1M |
| 9 | CONTINUING CARE MANAGEMENT LLC SALMON HEALTH AND RETIREMENT | WESTBOROUGH MA | 901 | $41.5M | $905K |
| 10 | VANDA PHARMACEUTICALS INC. VANDA PHARMACEUTICALS INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 358 | $43.2M | $834K |
