Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan US Research Enhanced Equity Fund in their Schedule of Assets, totaling $6.2M 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 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $5.4M |
| 2 | SURF OPCO LLC SURF OPCO 401(K) PLAN | HOUSTON TX | 204 | $8.7M | $392K |
| 3 | LVC COMPANIES, INC. LVC COMPANIES, INC. 401(K) RETIREMENT PLAN |
GOLDEN VALLEY MN |
| 133 |
| $8.7M |
| $359K |
| 4 | YAMAZEN, INC. YAMAZEN, INC. 401(K) SAVINGS PLAN | ELK GROVE VILLAGE IL | 153 | $14.9M | $49K |
