Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Emerging Markets Equity R6 Mutual funds in their Schedule of Assets, totaling $2.4M 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 | GATES AUTOMOTIVE CORPORATION GATES AUTOMOTIVE GROUP EES RETIREMENT PLAN | SOUTH BEND IN | 214 | $15.7M | $822K |
| 2 | VM CONSOLIDATED, INC. VERRA MOBILITY 401(K) PLAN | MESA AZ | 1,187 | $96.0M | $526K |
| 3 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN |
COVINGTON LA |
| 127 |
| $10.6M |
| $350K |
| 4 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $220K |
| 5 | THE EVERGLADES CLUB, INC. THE EVERGLADES CLUB, INC. 401(K) PLAN | PALM BEACH FL | 205 | $11.2M | $180K |
| 6 | GOODWIN MANAGEMENT, INC. GOODWIN MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 501 | $5.0M | $86K |
| 7 | AIR MECHANICAL, INC. AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLAN | HAM LAKE MN | 154 | $6.1M | $73K |
| 8 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $58K |
| 9 | OTF FITNESS PARTNERS HOUSTON LLC OTF FITNESS PARTNERS HOUSTON LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 457 | $3.0M | $54K |
| 10 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $25K |
