Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Class A Registered Investment Company in their Schedule of Assets, totaling $730K 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 | THE FREEMAN MANUFACTURING & SUPPLY COMPANY FREEMAN MANUFACTURING & SUPPLY COMPANY EMPLOYEE CAPITAL ACCUMULATION PLAN | AVON OH | 163 | $10.6M | $481K |
| 2 | CHINESE HOSPITAL CHINESE HOSPITAL 401(A) RETIREMENT PLAN & TRUST | SAN FRANCISCO CA | 171 | $9.4M | $248K |
