Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investment Management Inc. JPMorgan U.S. Research Enhanced Equity Fund in their Schedule of Assets, totaling $84K 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 | REACH COMMUNITY DEVELOPMENT, INC. REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN | PORTLAND OR | 110 | $4.1M | $84K |
