Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan US Research Enhanced Equity in their Schedule of Assets, totaling $776K 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 | VILLA LIGHTING SUPPLY COMPANY VILLA LIGHTING SUPPLY COMPANY PROFIT SHARING PLAN | ST LOUIS MO | 128 | $44.5M | $411K |
| 2 | BCN ADMINISTRATIVE SERVICES, INC. BCN ADMINISTRATIVE SERVICES MULTIPLE EMPLOYER PLAN | ANN ARBOR MI | 2,586 | $61.0M | $317K |
| 3 | GALLOWAY & COMPANY, LLC |
GREENWOOD VILLAGE CO |
| 312 |
| $34.4M |
| $48K |
