Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Research Enhanced Equity in their Schedule of Assets, totaling $2.7M 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 | RICART AUTOMOTIVE PERSONNEL, INC. RICART EMPLOYEES 401(K) PLAN | GROVEPORT OH | 758 | $36.2M | $1.9M |
| 2 | PEPSI-COLA PUERTO RICO DISTRIBUTING LLC PEPSI-COLA PUERTO RICO DISTRIBUTING LLC 1165(E) SAVINGS PLAN | TOA BAJA PR | 551 | $15.8M | $544K |
| 3 | EMPRESAS BERRIOS, INC. |
CIDRA PR |
| 696 |
| $9.0M |
| $270K |
