Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan J.P. Morgan U.S.Research Enhanced Equity in their Schedule of Assets, totaling $375K 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 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $375K |
