Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Class Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $1.2M |
| 2 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $938K |
| 3 | LARK TECHNOLOGIES, INC. LARK TECHNOLOGIES INC. 401K |
MOUNTAIN VIEW CA |
| 114 |
| $11.1M |
| $663K |
