Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM US EQUITY R6 Mutual Funds in their Schedule of Assets, totaling $5.2M 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 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $4.6M |
| 2 | PRIMMA LLC PRIMMA LLC 401(K) PLAN | ROSLYN NY | 188 | $14.6M | $608K |
| 3 | APPLIED CONSTRUCTION SOLUTIONS, INC. APPLIED CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN |
BRIDGEPORT WV |
| 377 |
| $3.4M |
| $13K |
