Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Mortgage-Backed Securities Fund- R6 in their Schedule of Assets, totaling $994K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BILLS DISTRIBUTING, LTD. BILL'S DISTRIBUTING, LTD. 401(K) PROFIT SHARING PLAN | MENOMONIE WI | 214 | $14.9M | $488K |
| 2 | TESSERE, INC. TESSERE, INC. 401(K) PLAN | WICHITA KS | 150 | $13.4M | $482K |
| 3 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN |
ENGLEWOOD CO |
| 107 |
| $6.7M |
| $24K |