Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPM MORTGAGE BACKED SEC R6 in their Schedule of Assets, totaling $832K 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 | HARMONY HEALTHCARE LONG ISLAND HARMONY HEALTHCARE LONG ISLAND 401(K) PROFIT SHARING PLAN AND T | GARDEN CITY NY | 330 | $16.3M | $262K |
| 2 | AVIAN, LLC AVIAN 401(K) PROFIT SHARING PLAN | LEXINGTON PARK MD | 303 | $43.5M | $160K |
| 3 | PLASTIC EXPRESS PLASTIC EXPRESS 401(K) PLAN |
CITY OF INDUSTRY CA |
| 624 |
| $13.6M |
| $131K |
| 4 | BARTELL HOTELS BARTELL HOTELS 401(K) PLAN | SAN DIEGO CA | 596 | $13.5M | $130K |
| 5 | FDM GROUP, INC. FDM GROUP, INC. 401(K) PLAN | NEW YORK NY | 474 | $12.1M | $73K |
| 6 | HANSEN-MUELLER CO. HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN | OMAHA NE | 138 | $15.6M | $69K |
| 7 | AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 188 | $25.1M | $6K |