Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan U.S. Equity Mutual Fund in their Schedule of Assets, totaling $25.0M 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 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $18.5M |
| 2 | GREENSBORO AUTO AUCTION, INC. GREENSBORO AUTO AUCTION, INC. EMPLOYEES' 401(K) PLAN | GREENSBORO NC | 495 | $23.0M | $5.7M |
| 3 | IT CONCEPTS, INC. |
MCLEAN VA |
| 762 |
| $26.8M |
| $687K |
| 4 | THE OSBORN ENGINEERING COMPANY THE OSBORN ENGINEERING COMPANY 401(K) PLAN | CLEVELAND OH | 345 | $18.8M | $108K |
