Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMORGAN INTL EQT FD CL R6 Registered Investment Company in their Schedule of Assets, totaling $3.3M 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 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $3.0M |
| 2 | EDUCATION BRANDS, LLC EDUCATION BRANDS 401(K) PLAN | TAMPA FL | 166 | $11.3M | $144K |
| 3 | VERITAS INVESTMENTS, INC. VERITAS INVESTMENTS 401K PLAN |
SAN FRANCISCO CA |
| 167 |
| $10.8M |
| $131K |
| 4 | SITE ORGANIC LLC MINISTRY BRANDS 401(K) PLAN | KNOXVILLE TN | 574 | $24.0M | $72K |
