Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan JP Morgan US Research Enhanced Equity R6 in their Schedule of Assets, totaling $328.8M 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 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $200.2M |
| 2 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN | TACOMA WA | 12,528 | $561.6M | $66.2M |
| 3 | MULTICARE HEALTH SYSTEM |
TACOMA WA |
| 9,028 |
| $779.1M |
| $49.3M |
| 4 | GLENWOOD MANAGEMENT CORPORATION GLENWOOD MANAGEMENT CORPORATION 401(K) SAVINGS PLAN | NEW HYDE PARK NY | 332 | $71.4M | $9.4M |
| 5 | KELLER TECHNOLOGY CORPORATION THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN | BUFFALO NY | 152 | $49.4M | $2.3M |
| 6 | METRON AVIATION, INC. METRON AVIATION, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 56 | $32.9M | $1.3M |
| 7 | BRENNAN INDUSTRIES, INC. BRENNAN INDUSTRIES, INC. 401(K) RETIREMENT PLAN | SOLON OH | 249 | $12.0M | $29K |