Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan U.S. Equity Fd R6 Mutual fund in their Schedule of Assets, totaling $22.6M 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 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $8.0M |
| 2 | FOND DU LAC REGIONAL CLINIC, S.C. FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN | FOND DU LAC WI | 95 | $124.8M | $6.8M |
| 3 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES |
PORTLAND OR |
| 383 |
| $68.6M |
| $5.3M |
| 4 | BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 311 | $25.6M | $1.2M |
| 5 | ARLINGTON INDUSTRIES, INC. ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN | SCRANTON PA | 470 | $33.8M | $663K |
| 6 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $655K |