Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding JPMorgan U.S. Equity Fund, Class R6 Mutual Fund in their Schedule of Assets, totaling $60.5M 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 | HANGER, INC. HANGER, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 6,847 | $709.2M | $19.1M |
| 2 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $9.1M |
| 3 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN |
SAN MATEO CA |
| 504 |
| $69.1M |
| $7.6M |
| 4 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $7.5M |
| 5 | TELEMUNDO OF PUERTO RICO TELEMUNDO OF PUERTO RICO UPAGRA RETIREMENT SAVINGS PLAN | SAN JUAN PR | 115 | $12.2M | $3.0M |
| 6 | KOMODO HEALTH, INC. KOMODO HEALTH, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 628 | $78.2M | $2.2M |
| 7 | CLEVELAND BROWNS FOOTBALL COMPANY LLC CLEVELAND BROWNS RETIREMENT SAVINGS PLAN | BEREA OH | 314 | $66.8M | $1.7M |
| 8 | UDEMY INC. UDEMY INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 791 | $98.5M | $1.4M |
| 9 | MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW CA | 374 | $27.6M | $929K |
| 10 | GURSTEL LAW FIRM P.C. GURSTEL LAW FIRM P.C. 401(K) PROFIT SHARING PLAN AND TRUST | GOLDEN VALLEY MN | 340 | $12.2M | $925K |
