Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan U.S. Research Enhanced Equity Fund - in their Schedule of Assets, totaling $4.5M 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 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) | SEATTLE WA | 341 | $27.7M | $2.1M |
| 2 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $1.2M |
| 3 | COLE ROOFING CO., INC. |
BALTIMORE MD |
| 89 |
| $12.1M |
| $970K |
| 4 | THE HANOVER RESEARCH COUNCIL, LLC THE HANOVER RESEARCH COUNCIL, LLC 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 432 | $38.0M | $133K |
| 5 | DAYBREAK FOODS, INC. DAYBREAK FOODS INC 401(K) PLAN | LAKE MILLS WI | 841 | $12.4M | $85K |