Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Jpmorgan Ultra-Short Income in their Schedule of Assets, totaling $2.0M 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 | LEISTRITZ ADVANCED TECHNOLOGIES CORP. LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN | ALLENDALE NJ | 0 | $17.2M | $830K |
| 2 | D.F. KING & CO., INC. D.F. KING & CO., INC. PENSION PLAN | NEW YORK NY | 12 | $14.2M | $385K |
| 3 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST |
INDIANAPOLIS IN |
| 4,241 |
| $96.0M |
| $334K |
| 4 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $83K |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $77K |
| 6 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $70K |
| 7 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $38K |
| 8 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $37K |
| 9 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $37K |
| 10 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $29K |
