Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding JPM US EQUITY FD R3 in their Schedule of Assets, totaling $23.2M 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 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $2.5M |
| 2 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $1.8M |
| 3 | FST TECHNICAL SERVICES, INC FST TECHNICAL SERVICES 401(K) PLAN |
CHANDLER AZ |
| 323 |
| $13.6M |
| $1.4M |
| 4 | JAMES J. ANDERSON CONSTRUCTION JAMES J. ANDERSON CONSTRUCTION CO., INC. 401(K) PS PLAN | PHILADELPHIA PA | 91 | $27.9M | $1.3M |
| 5 | MAVEN WAVE PARTNERS MAVEN WAVE PARTNERS 401(K) PLAN | CHICAGO IL | 251 | $34.4M | $1.2M |
| 6 | TENA COMPANIES TENA COMPANIES 401K PLAN | ST PAUL MN | 137 | $22.5M | $1.2M |
| 7 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $998K |
| 8 | SPLASHTOP INC. SPLASHTOP INC. 401K PLAN | CUPERTINO CA | 125 | $10.0M | $909K |
| 9 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $890K |
| 10 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $860K |
