Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan US Rsrch Enhcd Eq Fd in their Schedule of Assets, totaling $2.0M 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 | MCDONOUGH CORPORATION MCDONOUGH CORPORATION SAVINGS AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 271 | $43.2M | $2.0M |
| 2 | D'ALLESSANDRO CORP. D'ALLESSANDRO CORP. 401(K) PROFIT SHARING PLAN | WEST BRIDGEWATER MA | 80 | $13.3M | $47K |
