Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan US Equity Mutual funds in their Schedule of Assets, totaling $5.5M 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 | ALLIANCE RESIDENTIAL REALTY LLC ALLIANCE RESIDENTIAL REALTY 401(K) PLAN | SCOTTSDALE AZ | 417 | $91.9M | $3.7M |
| 2 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $1.1M |
| 3 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN |
DEERFIELD BEACH FL |
| 177 |
| $10.2M |
| $303K |
| 4 | ARCHWELL SOLUTIONS, LLC ARCHWELL SOLUTIONS, LLC | FORT LAUDERDALE FL | 383 | $6.1M | $243K |
| 5 | THE ARTCRAFT GROUP, INC. THE ARTCRAFT GROUP, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 134 | $15.1M | $50K |
