Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Research Enhances Equity Fund Class R6 in their Schedule of Assets, totaling $320K 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 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $320K |
