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 Registered Investment Company in their Schedule of Assets, totaling $14.7M 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 | NIKON INC. NIKON INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | MELVILLE NY | 382 | $134.9M | $4.3M |
| 2 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,365 | $80.5M | $3.2M |
| 3 | COSENTINO SERVICE CORPORATION COSENTINO'S FOOD STORES 401(K) PROFIT SHARING PLAN AND TRUST |
OVERLAND PARK KS |
| 3,338 |
| $87.7M |
| $2.5M |
| 4 | IMMEDIATE HEALTH ASSOCIATES, INC. IMMEDIATE HEALTH 401(K) PLAN | WESTERVILLE OH | 85 | $28.0M | $1.9M |
| 5 | FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW WA | 287 | $49.6M | $865K |
| 6 | LOWEN CORPORATION LOWEN CORPORATION 401(K) PLAN | HUTCHINSON KS | 201 | $12.3M | $851K |
| 7 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $721K |
| 8 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $335K |
