Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding JPMorgan JPMorgan Eq Inc R6 in their Schedule of Assets, totaling $136.8M 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 | PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY WI | 2,068 | $491.7M | $24.9M |
| 2 | FIELDALE FARMS CORPORATION FIELDALE FARMS CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | BALDWIN GA | 4,655 | $164.2M | $16.1M |
| 3 | SOUTHERN GRAPHICS INC. |
LOUISVILLE KY |
| 1,241 |
| $202.1M |
| $15.5M |
| 4 | MESIROW FINANCIAL ADMINISTRATIVE CORPORATION MESIROW FINANCIAL SAVINGS PLAN | CHICAGO IL | 496 | $225.3M | $15.2M |
| 5 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $8.8M |
| 6 | NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY MO | 1,979 | $171.4M | $8.6M |
| 7 | ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE KY | 8,324 | $165.7M | $6.6M |
| 8 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $4.6M |
| 9 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 184 | $92.3M | $4.4M |
| 10 | THE HAIN CELESTIAL GROUP, INC. THE HAIN CELESTIAL GROUP 401(K) PLAN | HOBOKEN NJ | 959 | $98.7M | $3.9M |
