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 Equity Fund " in their Schedule of Assets, totaling $9.3M 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 | ANSON INDUSTRIES INC. ANSON INDUSTRIES INC. PROFIT SHARING PLAN | MELROSE PARK IL | 237 | $118.3M | $6.9M |
| 2 | CENTRAL METHODIST UNIVERSITY CENTRAL METHODIST UNIVERSITY DC RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN | FAYETTE MO | 351 | $42.7M | $1.5M |
| 3 | OCCUNET, LLC OCCUNET, LLC 401(K) PLAN |
AMARILLO TX |
| 202 |
| $15.1M |
| $441K |
| 4 | DMI TECHNOLOGY CORPORATION DMI 401K RETIREMENT PLAN | PRINCETON IN | 314 | $21.8M | $392K |