Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding JPMorgan US Equity Fund " in their Schedule of Assets, totaling $73.2M 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 | ARROWPOINT GROUP, INC THE PENSION PLAN OF ARROWOOD INDEMNITY COMPANY | CHARLOTTE NC | 69 | $524.6M | $44.2M |
| 2 | SPARK THERAPEUTICS, INC. SPARK THERAPEUTICS, INC. 401(K) PLAN | PHILADELPHIA PA | 678 | $164.7M | $5.2M |
| 3 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN |
LEWISVILLE TX |
| 239 |
| $72.8M |
| $5.1M |
| 4 | WORLDCOM EXCHANGE, INC. WORLDCOM EXCHANGE, INC. 401(K) PLAN | SALEM NH | 209 | $34.1M | $2.5M |
| 5 | ADVANCE TANK AND CONSTRUCTION CO. ADVANCE TANK EMPLOYEES' RETIREMENT PLAN | WELLINGTON CO | 206 | $12.6M | $2.3M |
| 6 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $2.3M |
| 7 | HARDING UNIVERSITY HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEARCY AR | 661 | $201.9M | $2.1M |
| 8 | UNITEDHEALTH GROUP VENTURES, LLC UNITEDHEALTH GROUP VENTURES 401(K) RETIREMENT PLAN | MINNETONKA MN | 1,669 | $49.5M | $1.4M |
| 9 | PLAN PROFESSIONALS, LLC RETIREMENT PATH POOLED EMPLOYER PLAN | SHREWSBURY NJ | 783 | $56.0M | $1.4M |
| 10 | SIGOURNEY TRACTOR & IMPLEMENT CO. L.C. SIGOURNEY TRACTOR & IMPLEMENT CO. L.C. RETIREMENT SAVINGS PLAN | MUSCATINE IA | 267 | $20.6M | $1.4M |
