Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Inc Fd Cla R6 Registered Investment Company (Mutual Fund) in their Schedule of Assets, totaling $63.2M 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 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $60.3M |
| 2 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT HEALTHCARE SAVINGS PLAN | NEW YORK NY | 6,127 | $188.4M | $2.8M |
| 3 | CREIGHTON UNIVERSITY |
OMAHA NE |
| 3,738 |
| $684.0M |
| $50K |
| 4 | TOWER HILL SCHOOL TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON DE | 167 | $64.7M | $6K |
| 5 | COR JESU ACADEMY COR JESU ACADEMY 403(B) DC PLAN | ST. LOUIS MO | 79 | $3.5M | $2K |
