Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding JPM US EQUITY FD R3 in their Schedule of Assets, totaling $18.9M 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 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $1.8M |
| 2 | FST TECHNICAL SERVICES, INC FST TECHNICAL SERVICES 401(K) PLAN | CHANDLER AZ | 323 | $13.6M | $1.4M |
| 3 | OCONNOR CONSTRUCTION MANAGEMENT O'CONNOR CONSTRUCTION MANAGEMENT INC. 401K PROFIT SHARING PLAN |
IRVINE CA |
| 136 |
| $9.5M |
| $1.1M |
| 4 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $998K |
| 5 | SPLASHTOP INC. SPLASHTOP INC. 401K PLAN | CUPERTINO CA | 125 | $10.0M | $909K |
| 6 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $890K |
| 7 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $860K |
| 8 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $803K |
| 9 | ALBANESE CONFECTIONERY ALBANESE CONFECTIONERY 401(K) PLAN | MERRILLVILLE IN | 525 | $12.0M | $691K |
| 10 | BINSONS HOSPITAL SUPPLIES, INC. BINSON'S HOSPITAL SUPPLIES, INC. 401(K) PLAN | CENTER LINE MI | 705 | $10.3M | $688K |
