Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Equity Fund—R6 in their Schedule of Assets, totaling $57.6M 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 | ROCHESTER REGIONAL HEALTH ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 15,944 | $987.0M | $40.4M |
| 2 | AMERICAN CHEMISTRY COUNCIL, INC. AMERICAN CHEMISTRY COUNCIL INC. RETIREMENT SAVINGS PLAN | WASHINGTON DC | 272 | $150.7M | $6.9M |
| 3 | CONVATEC INC. |
BRIDGEWATER NJ |
| 1,399 |
| $239.4M |
| $6.8M |
| 4 | ROCHESTER REGIONAL HEALTH ROCHESTER REGIONAL HEALTH 401(K) DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 2,156 | $92.5M | $3.5M |
