Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan US Equity R6 Mutual Fund n/a in their Schedule of Assets, totaling $7.9M 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 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $7.1M |
| 2 | HYDE ENGINEERING + CONSULTING, INC. HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN | BOULDER CO | 93 | $24.7M | $665K |
| 3 | R & H MECHANICAL, INC. |
EAGLE CO |
| 187 |
| $6.3M |
| $66K |
