Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan U.S. Equity R6 Mutual Fund in their Schedule of Assets, totaling $10.1M 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 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $9.3M |
| 2 | STORIS, INC. STORIS 401(K) PLAN | MT. ARLINGTON NJ | 154 | $35.1M | $647K |
| 3 | BOYS & GIRLS CLUBS OF PUERTO RICO BOYS & GIRLS CLUBS OF PUERTO RICO RETIREMENT PLAN |
CAROLINA PR |
| 289 |
| $3.3M |
| $128K |
