Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Jpm Emrg Mkts Eq R6 Mutual Fund in their Schedule of Assets, totaling $7.0M 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 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $3.8M |
| 2 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $682K |
| 3 | YETI HOLDINGS, INC. YETI COOLERS, LLC RETIREMENT PLAN |
| 1,132 |
| $58.4M |
| $589K |
| 4 | KING STREET CAPITAL MANAGEMENT, L.P. KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN | NEW YORK NY | 188 | $61.7M | $574K |
| 5 | CARET HOLDINGS, INC. ROOT RETIREMENT PLAN | COLUMBUS OH | 1,042 | $56.9M | $409K |
| 6 | THE SELECT GROUP, LLC THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 1,373 | $43.3M | $338K |
| 7 | ZWILLING J.A. HENCKELS, LLC ZWILLING J.A. HENCKELS, LLC 401(K) PLAN | PLEASANTVILLE NY | 548 | $22.1M | $179K |
| 8 | NETWORK BUILDING & CONSULTING, LLC NETWORK BUILDING & CONSULTING 401(K) PLAN | ELKRIDGE MD | 402 | $38.4M | $152K |
| 9 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $120K |
| 10 | WRIGHT OF THOMASVILLE, INC. WRIGHT OF THOMASVILLE, INC. RESERVED PAY PLAN | THOMASVILLE NC | 162 | $13.0M | $118K |
