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 in their Schedule of Assets, totaling $2.1M 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 | RIVERON CONSULTING, LLC RIVERON CONSULTING LLC 401K PLAN | DALLAS TX | 783 | $121.9M | $1.7M |
| 2 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $292K |
| 3 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN |
NOVI MI |
| 235 |
| $8.3M |
| $99K |
| 4 | TANGOE US INC. TANGOE US, INC. 401(K) PLAN | INDIANAPOLIS IN | 381 | $66.8M | $68K |
