Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Emerging Markets Equity R6 Mutual fund in their Schedule of Assets, totaling $4.8M 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 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN | EDINA MN | 38,828 | $347.2M | $2.6M |
| 2 | MEDIC, INC. MEDIC, INC. 401(K) PLAN | KNOXVILLE TN | 133 | $10.3M | $362K |
| 3 | AESSEAL INC. AESSEAL, INC. 401(K) RETIREMENT PLAN | ROCKFORD TN |
| 158 |
| $12.1M |
| $341K |
| 4 | CENTERSPACE, LP CENTERSPACE 401(K) PLAN | MINOT ND | 377 | $26.5M | $329K |
| 5 | MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA ME | 123 | $29.2M | $321K |
| 6 | AVERTIUM, LLC AVERTIUM, LLC 401(K) PLAN | NASHVILLE TN | 125 | $13.3M | $287K |
| 7 | CORNHUSKER BANK CORNHUSKER BANK EMPLOYEES 401(K) PLAN | LINCOLN NE | 130 | $22.7M | $275K |
| 8 | ZSPACE, INC. ZSPACE, INC. 401(K) PLAN | SAN JOSE CA | 85 | $15.6M | $119K |
| 9 | JG MEDIA, INC. JG MEDIA, INC. 401(K) PLAN | PFLUGERVILLE TX | 181 | $6.0M | $86K |
| 10 | CONSOLIDATED MACHINE & TOOL HOLDINGS LLC CONSOLIDATED MACHINE & TOOL HOLDINGS LLC 401(K) PLAN | MIAMI FL | 166 | $9.9M | $46K |