Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan US Equity Mutual fund in their Schedule of Assets, totaling $12.1M 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 | ASE (U.S.) INC. ASE (U.S.) INC. 401(K) RETIREMENT PLAN | SUNNYVALE CA | 150 | $58.8M | $4.7M |
| 2 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $2.6M |
| 3 | INFOIMAGE OF CALIFORNIA, INC. INFOIMAGE OF CALIFORNIA, INC. RETIREMENT PLAN |
BRISBANE CA |
| 163 |
| $17.3M |
| $1.7M |
| 4 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $954K |
| 5 | WHOLESALE PRODUCE SUPPLY LLC WPS EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 265 | $10.1M | $896K |
| 6 | PREMIER PAYROLL ADMINISTRATION, INC PREMIER PAYROLL ADMINISTRATION, INC. 401(K) PLAN | DALLAS TX | 631 | $20.5M | $425K |
| 7 | BARRINGTON SERVICES CORPORATION BARRINGTON SERVICES CORPORATION 401(K) PLAN | DALLAS TX | 617 | $19.0M | $404K |
| 8 | ABILENE MACHINE LLC ABILENE MACHINE LLC 401(K) AND PROFIT SHARING PLAN | SOLOMON KS | 122 | $9.1M | $273K |
| 9 | WILCOX FARMS, INC. WILCOX FARMS, INC. 401(K) PROFIT SHARING PLAN | ROY WA | 262 | $13.7M | $217K |
| 10 | BARTS ELECTRIC COMPANY, INC. BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN | PLEASANT VALLEY MO | 380 | $21.8M | $85K |
