Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JPMorgan US Equity Fund Mutual fund in their Schedule of Assets, totaling $42.7M 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 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $14.4M |
| 2 | ROHRER CORPORATION ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST | WADSWORTH OH | 705 | $75.4M | $11.0M |
| 3 | MIPS HOLDING, INC. |
SANTA CLARA CA |
| 119 |
| $43.6M |
| $4.6M |
| 4 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $4.6M |
| 5 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $1.8M |
| 6 | COLUMBIA MEMORIAL HOSPITAL EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL | HUDSON NY | 11 | $13.8M | $1.7M |
| 7 | TOTAL INDUSTRIES TOTAL INDUSTRIES | LIVERMORE CA | 213 | $20.2M | $1.5M |
| 8 | GREAT DAY IMPROVEMENTS, LLC GREAT DAY IMPROVEMENTS, LLC 401(K) PLAN | TWINSBURG OH | 2,902 | $76.6M | $800K |
| 9 | HUNEEUS VINTNERS LLC HUNEEUS VINTNERS 401K PLAN | ST HELENA CA | 294 | $12.8M | $737K |
| 10 | REVOLUTION SUSTAINABLE SOLUTIONS LLC REVOLUTION 401(K) PLAN | LITTLE ROCK AR | 1,409 | $39.4M | $616K |
