Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan US Equity Class R6 in their Schedule of Assets, totaling $7.5M 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 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $5.9M |
| 2 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 466 | $13.5M | $802K |
| 3 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 440 |
| $10.9M |
| $708K |
| 4 | NOVAK CONSTRUCTION COMPANY, INC. NOVAK CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CHICAGO IL | 132 | $17.4M | $68K |