Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Equity Fund Class R6 # in their Schedule of Assets, totaling $15.8M 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 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $9.8M |
| 2 | KIHOMAC, INC. KIHOMAC, INC. 401(K) PLAN | VIENNA VA | 356 | $34.4M | $1.6M |
| 3 | ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK NJ |
| 434 |
| $39.7M |
| $769K |
| 4 | THE AUGUST JACKSON COMPANY ARC 401(K) EMPLOYEE RETIREMENT PLAN | GAITHERSBURG MD | 160 | $16.3M | $759K |
| 5 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 358 | $17.0M | $651K |
| 6 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 372 | $20.1M | $573K |
| 7 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST | BLUE BELL PA | 170 | $10.8M | $521K |
| 8 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $336K |
| 9 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $285K |
| 10 | STERLING SITE ACCESS SOLUTIONS, LLC STERLING SITE ACCESS SOLUTIONS, LLC 401(K) PLAN | PHOENIX IL | 324 | $19.3M | $209K |
