Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Equity Inc Fd Cla R6 in their Schedule of Assets, totaling $38.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 12,450 | $929.2M | $23.8M |
| 2 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $8.9M |
| 3 |
SPARTANBURG SC |
| 460 |
| $108.6M |
| $2.0M |
| 4 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $1.5M |
| 5 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $868K |
| 6 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $844K |
| 7 | MILLBROOK SCHOOL MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN | MILLBROOK NY | 148 | $33.7M | $529K |
| 8 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $292K |
