Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JPMorgan Emerging Markets Equity Fund Class R6 " in their Schedule of Assets, totaling $36.2M 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 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 8,427 | $548.3M | $13.5M |
| 2 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $7.4M |
| 3 | NUVANCE HEALTH NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN |
DANBURY CT |
| 10,383 |
| $1.2B |
| $5.6M |
| 4 | OLEAN GENERAL HOSPITAL OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN | OLEAN NY | 1,383 | $81.5M | $2.1M |
| 5 | NEW SAGEVIEW ADVISORY GROUP, LLC SAGEVIEW ADVISORY GROUP 401(K)PLAN | NEWPORT BEACH CA | 0 | $84.2M | $2.0M |
| 6 | BAST HATFIELD CONSTRUCTION, LLC BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN | CLIFTON PARK NY | 122 | $30.6M | $1.4M |
| 7 | COMPASS, INC. COMPASS 401(K) PLAN | NEW YORK NY | 2,754 | $172.2M | $872K |
| 8 | HARVEST PROPERTIES, INC. HARVEST PROPERTIES, INC. 401(K) PLAN | OAKLAND CA | 58 | $25.3M | $659K |
| 9 | CAMPBELL & COMPANY, LP CAMPBELL & COMPANY 401K PLAN | BALTIMORE MD | 64 | $95.2M | $589K |
| 10 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $572K |
