Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan US Equity - in their Schedule of Assets, totaling $25.9M 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 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $12.6M |
| 2 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $4.2M |
| 3 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN |
CHEYENNE WY |
| 372 |
| $28.5M |
| $3.7M |
| 4 | BOT OF FOOD EMPLOYERS AND TEAMSTERS LOCAL 463 RETIREMENT SAVINGS PLAN FOOD EMPLOYERS AND TEAMSTERS LOCAL 463 RETIREMENT SAVINGS PLAN | PENNSAUKEN NJ | 452 | $27.4M | $1.9M |
| 5 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $1.4M |
| 6 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $1.2M |
| 7 | RISK THEORY, LLC RISK THEORY, LLC 401(K) PLAN | ADDISON TX | 344 | $6.0M | $399K |
| 8 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $351K |
| 9 | HUDSON MERIDIAN CONSTRUCTION GROUP HUDSON MERIDIAN CONTRUCTION GROUP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 62 | $13.6M | $100K |
