Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPM Us Equity R6 in their Schedule of Assets, totaling $3.4M 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 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $1.1M |
| 2 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN | MILWAUKEE WI | 1,634 | $61.9M | $1.1M |
| 3 | JRM CONSTRUCTION MANAGEMENT, LLC |
NEW YORK NY |
| 661 |
| $53.6M |
| $714K |
| 4 | ELEMENTIA USA LLC ELEMENTIA USA LLC RETIREMENT PLAN | HOUSTON TX | 362 | $16.4M | $406K |
| 5 | AUTOZONE PUERTO RICO AUTOZONE PUERTO RICO, INC. RETIREMENT SAVINGS PLAN | MEMPHIS TN | 1,433 | $5.8M | $124K |
