Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Ultra-Short Income Exchange-traded fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JASMINE VINEYARDS, INC. JASMINE VINEYARDS, INC. PROFIT SHARING PLAN | DELANO CA | 548 | $11.2M | $558K |
| 2 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $390K |
| 3 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN |
AMSTERDAM NY |
| 805 |
| $18.0M |
| $231K |
| 4 | MINISTRY CENTERED TECHNOLOGIES, INC. MINISTRY CENTERED TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 169 | $17.2M | $100K |
| 5 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $41K |
| 6 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $36K |
| 7 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $15K |
| 8 | FIRSTHAND HEALTH INC FIRSTHAND HEALTH 401(K) PLAN | NEW YORK NY | 355 | $5.0M | $6K |
| 9 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $4K |
| 10 | CASTERS HOLDINGS, LLC SEMASIO 401(K) PLAN | CHICAGO IL | 15 | $3.4M | $4K |
