Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPM US Equity R6 Registered investment company in their Schedule of Assets, totaling $6.7M 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 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER RETIREMENT SAVINGS PLAN | CHICO CA | 4,107 | $402.8M | $3.2M |
| 2 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CHICO CA | 3,698 | $244.0M | $1.7M |
| 3 | KLIK TECHNOLOGIES, CORP. CHECKALT 401(K) PLAN |
VALLEY COTTAGE NY |
| 206 |
| $8.8M |
| $565K |
| 4 | ARONOV REALTY MANAGEMENT, INC. ARONOV 401(K) PLAN | MONTGOMERY AL | 113 | $15.8M | $528K |
| 5 | TALENTBURST, INC. TALENTBURST, INC. 401K PLAN | NATICK MA | 1,778 | $12.5M | $211K |
| 6 | PROSCIENTO, INC. PROSCIENTO, INC. 401(K) PLAN | CHULA VISTA CA | 250 | $13.8M | $185K |
| 7 | FRIEDMAN INDUSTRIED, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN | LONGVIEW TX | 240 | $11.9M | $92K |
| 8 | PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS PLAYWORKS 401(K) PLAN | OAKLAND CA | 280 | $9.9M | $65K |
| 9 | REVENUE MANAGEMENT SOLUTIONS, LLC REVENUE MANAGEMENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 227 | $6.1M | $41K |
