Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Jpmorgan Us Research Enhanced Equity R6 in their Schedule of Assets, totaling $6.4M 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 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 4,127 | $244.1M | $2.0M |
| 2 | THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON OH | 610 | $52.3M | $1.8M |
| 3 | POINTS OF LIGHT FOUNDATION |
ATLANTA GA |
| 66 |
| $14.8M |
| $1.1M |
| 4 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 114 | $19.4M | $566K |
| 5 | STAMPEDE CULINARY PARTNERS, INC. STAMPEDE CULINARY PARTNERS, INC. EMPLOYEE SAVINGS PLAN | BRIDGEVIEW IL | 830 | $10.9M | $534K |
| 6 | VISTA BANCSHARES, INC. VISTA BANCSHARES 401(K)PROFIT SHARING PLAN | LUBBOCK TX | 206 | $16.4M | $407K |
