Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Funds JP Morgan Us Equity R6 Fund in their Schedule of Assets, totaling $6.1M 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 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $1.3M |
| 2 | PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE LA | 116 | $12.1M | $1.2M |
| 3 | REPUBLIC FINANCE, LLC REPUBLIC FINANCE, LLC 401(K) PLAN |
BATON ROUGE LA |
| 1,370 |
| $50.3M |
| $1.1M |
| 4 | METAL FLOW CORPORATION METAL FLOW CORPORATION PROFIT SHARING AND SAVINGS PLAN | HOLLAND MI | 198 | $28.0M | $963K |
| 5 | MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 156 | $29.0M | $723K |
| 6 | HSG, LLC D/B/A HERNDON SOLUTIONS GROUP HSG, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 213 | $14.2M | $422K |
| 7 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $194K |
| 8 | RPM XCONSTRUCTION RPM XCONSTRUCTION, LLC 401(K) PLAN | MCKINNEY TX | 781 | $11.0M | $148K |
| 9 | L. FISHMAN & SON, INC. L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 259 | $20.3M | $17K |
