Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding JPMorgan US Equity A " in their Schedule of Assets, totaling $19.2M 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 | HEALTH CONCEPTS, LTD HEALTH CONCEPTS, LTD 401(K) PLAN | PAWTUCKET RI | 459 | $43.4M | $3.0M |
| 2 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $2.1M |
| 3 | VIRGINIA SPINE INSTITUTE, PLC VIRGINIA SPINE INSTITUTE, PLC 401(K) PROFIT SHARING PLAN AND T |
RESTON VA |
| 117 |
| $15.1M |
| $1.4M |
| 4 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $1.4M |
| 5 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.3M |
| 6 | ST INTERNATIONAL, INC. ST INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | MASON OH | 190 | $48.5M | $1.3M |
| 7 | CYTOVANCE BIOLOGICS, INC. CYTOVANCE BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 192 | $18.8M | $1.1M |
| 8 | CAHABA MEDICAL CARE FOUNDATION CAHABA MEDICAL CARE FOUNDATION 401K PLAN | CENTREVILLE AL | 559 | $11.8M | $1.1M |
| 9 | CALLPOD, INC. CALLPOD, INC. 401K PLAN | CHICAGO IL | 334 | $12.2M | $536K |
| 10 | AN.DEL.USA, INC. & SUBSIDIARIES TOD'S 401(K) PLAN | NEW YORK NY | 332 | $6.0M | $533K |
