Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Reliance Trust Company JPMorgan U.S. Equity Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $3.6M |
