Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan U.S. Equity Fund Class R6 " in their Schedule of Assets, totaling $11.5M 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 | PHYSICIAN HEALTHCARE NETWORK, P.C. PHYSICIAN HEALTHCARE NETWORK, P.C. 401(K) PROFIT SHARING PLAN | FORT GRATIOT MI | 139 | $20.2M | $4.6M |
| 2 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 221 | $50.9M | $2.6M |
| 3 | CONSTANT CONTACT, INC. |
WALTHAM MA |
| 990 |
| $117.1M |
| $1.4M |
| 4 | RIDGEWAY PLUMBING, INC. RIDGEWAY PLUMBING, INC. 401(K) PROFIT SHARING PLAN | BOYTON BEACH FL | 645 | $28.1M | $1.3M |
| 5 | KYMERA THERAPEUTICS, INC. KYMERA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | WATERTOWN MA | 190 | $24.8M | $926K |
| 6 | BAHWAN CYBERTEK INC BAHWAN CYBERTEK INC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 142 | $8.7M | $209K |
| 7 | WINCORE WINDOW CO., LLC WINCORE WINDOW CO., LLC 401K PLAN | PARKERSBURG WV | 520 | $5.4M | $177K |
| 8 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED UNION 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 417 | $25.5M | $102K |
| 9 | AMERICAN ENGINEERING & DEVELOPMENT CORPORATION AMERICAN ENGINEERING & DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN | HIALEAH GARDENS FL | 510 | $22.1M | $66K |
