Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan U.S. Equity R6 Mutual Fund in their Schedule of Assets, totaling $10.0M 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 | 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 |
