Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan JPMorgan Equity Inc. Fd Cla R6 in their Schedule of Assets, totaling $56.3M 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 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $16.3M |
| 2 | THE NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $14.4M |
| 3 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 6,174 |
| $319.3M |
| $9.7M |
| 4 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $7.3M |
| 5 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN | HAMDEN CT | 985 | $240.3M | $5.3M |
| 6 | PRACTISING LAW INSTITUTE PLI RETIREMENT SAVINGS PLAN | NEW YORK NY | 322 | $132.5M | $1.9M |
| 7 | PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK CA | 151 | $41.3M | $664K |
| 8 | CATAWBA COLLEGE CATAWBA COLLEGE RETIREMENT PLAN | SALISBURY NC | 398 | $46.9M | $610K |
| 9 | SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA GA | 127 | $51.1M | $153K |
| 10 | AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY FOUNDATION AAO-HNSF 403(B) PLAN | ALEXANDRIA VA | 62 | $16.2M | $85K |
