Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Mutual fund in their Schedule of Assets, totaling $39.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $11.7M |
| 2 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $10.6M |
| 3 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION |
ANAHEIM CA |
| 376 |
| $332.7M |
| $6.0M |
| 4 | SOUTHEASTERN PROPERTY MANAGEMENT LLC SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN | BIRMINGHAM AL | 705 | $15.9M | $3.4M |
| 5 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $2.3M |
| 6 | ENVIVA INC. ENVIVA INC. 401(K) PLAN | BETHESDA MD | 1,303 | $65.6M | $1.5M |
| 7 | ELLISON TECHNOLOGIES, INC. ELLISON TECHNOLOGIES EMPLOYEES RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS CA | 370 | $84.4M | $1.1M |
| 8 | TREVDAN, INC TREVDAN, INC 401(K) PLAN | CHESTER SPRINGS PA | 107 | $13.4M | $1.1M |
| 9 | RINCHEM COMPANY LLC. RINCHEM COMPANY LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 730 | $28.1M | $749K |
| 10 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN CA | 849 | $31.8M | $347K |
