Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM US Research Enhanced EQ R6 Registered Investment Company in their Schedule of Assets, totaling $18.6M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $16.6M |
| 2 | SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN | COSTA MESA CA | 1,711 | $235.3M | $1.4M |
| 3 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST |
PHILADELPHIA PA |
| 335 |
| $28.0M |
| $381K |
| 4 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B | PHILADELPHIA PA | 714 | $39.6M | $330K |
