Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | SAVVEE CONSULTING INC SAVVEE CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | CHANTILLY VA | 120 | $15.0M | $1.1M |
| 2 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $934K |
| 3 | BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN |
RANCHO CORDOVA CA |
| 269 |
| $6.0M |
| $218K |
| 4 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $5K |
