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. Research Enhanced Equity F in their Schedule of Assets, totaling $1.4M 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 | HR & P SOLUTIONS, INC. HR & P SOLUTIONS, INC. 401K SALARY REDUCTION PLAN | HOUSTON TX | 1,692 | $80.9M | $833K |
| 2 | TILSON HR, INC. SECURUS 401(K) PLAN | GREENWOOD IN | 966 | $52.9M | $580K |
