Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan U.S. Equity Ret Opt in their Schedule of Assets, totaling $1.4M 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 | QUALEX MANUFACTURING QUALEX MANUFACTURING LLC 401K PROFIT SHARING PLAN | GEORGETOWN KY | 319 | $9.5M | $1.2M |
| 2 | PARK SPRINGS, LLC PARK SPRINGS 401K PLAN | STONE MOUNTAIN GA | 352 | $3.1M | $144K |
| 3 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN |
| 394 |
| $10.4M |
| $37K |
| 4 | CORNERSTONE PARKING GROUP, INC. CORNERSTONE PARKING GROUP, INC. 401(K) PLAN | EDEN PRAIRIE MN | 319 | $276K | $18K |
| 5 | MCBRIDE QUALITY CARE SERVICES, INC. MCBRIDE QUALITY CARE SERVICES, INC. 401(K) PLAN | MOUNT PLEASANT MI | 264 | $706K | $2K |
