Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan U.S. Researched Enhanced Equity in their Schedule of Assets, totaling $318K 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 | VENTRA SANDUSKY, LLC VENTRA SANDUSKY UNION #1216 401(K) PLAN | URBANA IL | 1,084 | $46.9M | $231K |
| 2 | VENTRA EVART LLC VENTRA EVART UNION #2270 401(K) PLAN | URBANA IL | 496 | $11.6M | $57K |
| 3 | FLEX-N-GATE OKLAHOMA LLC FLEX-N-GATE OKLAHOMA UNION #985 401(K) PLAN |
URBANA IL |
| 384 |
| $8.8M |
| $27K |
| 4 | FLEX-N-GATE TEXAS LLC FLEX-N-GATE TEXAS UNION #119 401(K) PLAN | URBANA IL | 806 | $5.7M | $2K |
