Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Emerging Markets Equity, R6 in their Schedule of Assets, totaling $5.3M 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 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $2.7M |
| 2 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $1.2M |
| 3 | UNITED EQUIPMENT ACCESSORIES, INC. |
WAVERLY IA |
| 159 |
| $15.2M |
| $310K |
| 4 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $199K |
| 5 | PERNIX GROUP INC. PERNIX GROUP 401(K) RETIREMENT PLAN | LOMBARD IL | 221 | $44.7M | $192K |
| 6 | SL AMERICA CORPORATION SL AMERICA 401(K) RETIREMENT PLAN | CLINTON TN | 2,596 | $27.6M | $178K |
| 7 | TRANSCENDIA, INC. TRANSCENDIA, INC. 401(K) AND PROFIT SHARING PLAN | FRANKLIN PARK IL | 687 | $51.5M | $159K |
| 8 | STRATA SOLAR, LLC STRATA SOLAR 401 (K) PLAN | DURHAM NC | 0 | $22.6M | $156K |
| 9 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $71K |
| 10 | MINNESOTA UNITED SOCCER CLUB, LLC MINNESOTA UNITED SOCCER CLUB, LLC 401(K) PROFIT SHARING PLAN & TRUST | GOLDEN VALLEY MN | 157 | $5.2M | $52K |
