Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JPMorgan Equity Inc Fd Cla R6 in their Schedule of Assets, totaling $11.8M 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 | THE MITRE CORPORATION THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN | MCLEAN VA | 11,989 | $2.8B | $8.1M |
| 2 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $3.4M |
| 3 | TREVOR DAY SCHOOL |
NEW YORK NY |
| 185 |
| $73.6M |
| $145K |
| 4 | BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. DBA THE DUNHAM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATON ROUGE LA | 135 | $13.5M | $113K |
