Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan US Research Enhanced Equity R6 in their Schedule of Assets, totaling $24.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHEAST GEORGIA HEALTH SYSTEM, INC. SOUTHEAST GEORGIA HEALTH SYSTEM, INC. 403(B) RETIREMENT SAVINGS PLAN | BRUNSWICK GA | 2,528 | $203.8M | $8.9M |
| 2 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $7.6M |
| 3 | WS AUDIOLOGY USA, INC. |
ISELIN NJ |
| 1,581 |
| $174.9M |
| $2.7M |
| 4 | NOVATEC, INC. NOVATEC, INC. 401(K) PLAN | BALTIMORE MD | 108 | $12.5M | $1.4M |
| 5 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $1.1M |
| 6 | JEROME HOME JEROME HOME 403(B) PLAN | NEW BRITAIN CT | 302 | $6.0M | $841K |
| 7 | JEROME HOME JEROME HOME 401(K) PLAN | NEW BRITAIN CT | 186 | $3.6M | $734K |
| 8 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $543K |
| 9 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $423K |
| 10 | MONARCH ENTERPRISES, INC. MONARCH ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KIRKLAND WA | 740 | $11.3M | $336K |
