Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPM US RSH ENH EQ R6 Registered Investment Company in their Schedule of Assets, totaling $145.4M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $98.2M |
| 2 | GROWMARK, INC. GROWMARK 401(K) PLAN AND GROWMARK MEMBER COOPERATIVE 401(K) SAVINGS PLAN MASTER TRUST | BLOOMINGTON IL | — | $754.4M | $44.6M |
| 3 | MANSON CONSTRUCTION CO. MANSON CONSTRUCTION CO. NON-CRAFT RETIREMENT PLAN |
SEATTLE WA |
| 300 |
| $118.5M |
| $1.9M |
| 4 | POPHEALTHCARE, LLC POPHEALTHCARE, LLC 401(K) PLAN | FRANKLIN TN | 717 | $19.5M | $428K |
| 5 | PROFIT RECOVERY PARTNERS, LLC PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN | SANTA ANA CA | 113 | $9.0M | $195K |
| 6 | MANSON CONSTRUCTION CO. MANSON CONSTRUCTION CO. NON-UNION CRAFT 401(K) PLAN | SEATTLE WA | 84 | $6.0M | $139K |
