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. Researched Enhanced Equity Fund in their Schedule of Assets, totaling $146K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FLEX-N-GATE ROYAL OAK LLC FLEX-N-GATE ROYAL OAK UNION #771 401(K) PLAN | URBANA IL | 250 | $6.5M | $74K |
| 2 | VENTRA IONIA LLC VENTRA IONIA UNION #436 401(K) PLAN | URBANA IL | 981 | $28.2M | $73K |
