Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JPMorgan U.S. Equity Fund Class R6 in their Schedule of Assets, totaling $6.2M 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 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. | ANDERSON SC | 1,992 | $61.6M | $3.8M |
| 2 | GREAT MINDS PBC GREAT MINDS PBC 401K PLAN | WASHINGTON DC | 1,203 | $79.6M | $1.0M |
| 3 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST |
NEW YORK NY |
| 178 |
| $37.9M |
| $998K |
| 4 | FIVE NINES TECHNOLOGY GROUP, INC. FIVE NINES TECHNOLOGY GROUP 401(K) PLAN | LINCOLN NE | 196 | $6.9M | $322K |
| 5 | GENERAL PRODUCE DISTRIBUTION COMPANY, LLC GENERAL PRODUCE DISTRIBUTION COMPANY, LLC RETIREMENT PLAN | SACRAMENTO CA | 225 | $14.0M | $41K |
