Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding JP Morgan Us Equity R6 in their Schedule of Assets, totaling $185.0M 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 | CIRCANA, LLC CIRCANA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 3,660 | $891.6M | $119.7M |
| 2 | INTELSAT US LLC INTELSAT 401(K) RETIREMENT SAVINGS PLAN | MCLEAN VA | 1,541 | $627.7M | $28.3M |
| 3 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN |
DURHAM NC |
| 1,285 |
| $202.4M |
| $4.5M |
| 4 | ARDEX, L.P. ARDEX, L.P. 401(K) PLAN | ALIQUIPPA PA | 339 | $50.0M | $4.2M |
| 5 | BILTMORE WORKFORCE MANAGEMENT, LLC BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN | ASHVILLE NC | 1,419 | $104.2M | $3.4M |
| 6 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $3.3M |
| 7 | CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX VA | 320 | $48.8M | $3.2M |
| 8 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN NJ | 132 | $39.3M | $2.8M |
| 9 | CRESCENT COMMUNITIES, LLC CRESCENT COMMUNITIES, LLC RETIREMENT PLAN | CHARLOTTE NC | 179 | $44.4M | $2.5M |
| 10 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $2.1M |
