Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPM US EQUITY FD R4 in their Schedule of Assets, totaling $12.8M 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 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $3.9M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $3.7M |
| 3 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN |
FORT WASHINGTON PA |
| 717 |
| $134.2M |
| $1.8M |
| 4 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $1.5M |
| 5 | NCB MANAGEMENT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | TREVOSE PA | 276 | $15.6M | $925K |
| 6 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $479K |
| 7 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $341K |
| 8 | LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE FL | 123 | $6.8M | $85K |
