Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP MORGAN US RESEARCH ENHANCED EQUI in their Schedule of Assets, totaling $422K 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 | BADILLO SAATCHI & SAATCHI, INC. BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 89 | $12.1M | $235K |
| 2 | MENTOR TECHNICAL GROUP CORP. MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN | CAGUAS PR | 482 | $6.3M | $79K |
| 3 | CONCILIO DE SALUD INTEGRL DE LOIZA, INC. |
LOIZA PR |
| 154 |
| $4.1M |
| $57K |
| 4 | B. FERNANDEZ & HNOS., INC. B. FERNANDEZ & HNOS., INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 950 | $28.0M | $51K |