Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan US Research Enhanced Equity R6 in their Schedule of Assets, totaling $17.9M 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 | O.C. TANNER COMPANY O.C. TANNER RETIREMENT & SAVINGS PLAN | SALT LAKE CITY UT | 1,267 | $345.9M | $10.7M |
| 2 | COASTAL CONSTRUCTION GROUP OF SOUTH FLORIDA, INC. DBA COASTAL CONSTRUC COASTAL CONSTRUCTION GROUP 401(K) PLAN | MIAMI FL | 441 | $49.9M | $2.8M |
| 3 | OPRONA, INC. DBA ROSEN USA, INC. |
HOUSTON TX |
| 624 |
| $47.7M |
| $1.9M |
| 4 | BARENTZ NORTH AMERICA, LLC BARENTZ NORTH AMERICA, LLC 401(K) RETIREMENT PLAN | AVON OH | 338 | $38.3M | $1.3M |
| 5 | HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE NJ | 123 | $4.2M | $660K |
| 6 | FOUNDANT TECHNOLOGIES FOUNDANT TECHNOLOGIES 401(K) PLAN | BOZEMAN MT | 159 | $10.3M | $204K |
| 7 | THE GYPSUM GROUP THE GYPSUM GROUP 401(K) PLAN | SYRACUSE NY | 450 | $26.2M | $84K |
| 8 | MID-SOUTH SUBCONTRACTORS, INC. D/B/A MID-SOUTH ROOF SYSTEMS MID-SOUTH ROOF SYSTEMS, INC. 401(K) PLAN | FOREST PARK GA | 180 | $4.4M | $83K |
| 9 | LOTUS HR, INC. LOTUS HR, INC. 401(K) PLAN | MONTGOMERY AL | 198 | $6.7M | $75K |
| 10 | AMIGOS DEVELOPMENT CORPORATION AMIGOS DEVELOPMENT CORPORATION 401(K) PLAN | NORCO CA | 1,530 | $23.2M | $62K |
