Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Res Enhanc Eq R6 in their Schedule of Assets, totaling $518K 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 | ADAMS RESOURCES AND ENERGY, INC. ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN | HOUSTON TX | 626 | $33.0M | $453K |
| 2 | NE CONSTRUCTION LLP NE CONSTRUCTION LLP 401(K) PROFIT SHARING PLAN & TRUST | LEWISVILLE TX | 293 | $10.2M | $65K |