Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan US Equity R6 Fund Registered Investment Company in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SARES-REGIS OPERATING COMPANY, LP SARES REGIS GROUP 401(K) PLAN | NEWPORT BEACH CA | 1,071 | $91.5M | $7.5M |
| 2 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE RETIREMENT PLAN | DALLAS TX | 110 | $8.2M | $661K |
| 3 | AMVC EMPLOYEE SERVICES, LLC AMVC 401(K) PROFIT SHARING PLAN |
AUDUBON IA |
| 862 |
| $27.9M |
| $443K |
| 4 | TINUITI, INC. TINUITI, INC. RETIREMENT PLAN | PHILADELPHIA PA | 990 | $80.6M | $439K |
| 5 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $234K |
| 6 | CHEER PACK NORTH AMERICA LLC CHEER PACK NORTH AMERICA 401(K) PLAN | WEST BRIDGEWATER MA | 157 | $16.6M | $187K |
| 7 | SPIEGELWORLD HOLDING COMPANY LLC SPIEGELWORLD 401K PLAN | LAS VEGAS NV | 491 | $6.1M | $7K |
| 8 | ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK NY | 152 | $6.2M | $4K |
