Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JPM US Research Enhanced Equity Fund in their Schedule of Assets, totaling $173.3M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $87.9M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $78.3M |
| 3 | XYLEM INC. XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES |
WHITE PLAINS NY |
| 288 |
| $21.6M |
| $3.6M |
| 4 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $3.2M |
| 5 | XYLEM INC. SENSUS USA INC. UNION 401(K) PLAN | WHITE PLAINS NY | 946 | $8.3M | $222K |
