Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Research Enhanced Equity R6 in their Schedule of Assets, totaling $1.7M 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 | VRC ENGINEERED SOLUTIONS VRC ENGINEERED SOLUTIONS 401(K) PLAN | MILWAUKEE WI | 379 | $14.9M | $844K |
| 2 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $702K |
| 3 | VASCULAR SURGERY ASSOCIATES, LLC |
BEL AIR MD |
| 113 |
| $23.3M |
| $110K |
