Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jpmorgan Us Equity A Mutual Funds in their Schedule of Assets, totaling $1.9M 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 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $1.1M |
| 2 | ACTION ENVIRONMENTAL GROUP, INC. INTERSTATE WASTE SERVICES 401(K) PLAN | TEANECK NJ | 1,423 | $35.5M | $463K |
| 3 | REPLIMUNE INC REPLIMUNE INC 401(K) PLAN |
WOBURN MA |
| 322 |
| $23.6M |
| $290K |
| 4 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $55K |