Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan U.S. Government Money Market Fund Capital Class in their Schedule of Assets, totaling $420K 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 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $216K |
| 2 | HITACHI HIGH-TECH AMERICA, INC. HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN | SCHAUMBURG IL | 670 | $193.6M | $135K |
| 3 | PREMIER FORGE GROUP, LLC |
PORTLAND IN |
| 159 |
| $4.6M |
| $54K |
| 4 | LEVENFELD PEARLSTEIN, LLC LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN | CHICAGO IL | 119 | $38.5M | $11K |
| 5 | PREMIER FORGE GROUP, LLC PREMIER FORGE GROUP NON-UNION 401(K) PLAN | PORTLAND IN | 170 | $17.5M | $3K |
