Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Class R6 " in their Schedule of Assets, totaling $26.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 6,641 | $100.2M | $3.6M |
| 2 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | RALEIGH NC | 125 | $17.5M | $2.8M |
| 3 | FRENCH & PARRELLO ASSOCIATES, P.A. |
WALL NJ |
| 230 |
| $31.5M |
| $2.6M |
| 4 | ROSS CONTROLS ROSS CONTROLS RETIREMENT PLAN | FERNDALE MI | 99 | $35.3M | $2.3M |
| 5 | CHILDRESS KLEIN PROPERTIES, INC. CHILDRESS KLEIN PROPERTIES, INC. 401(K) PLAN | CHARLOTTE NC | 133 | $57.7M | $2.1M |
| 6 | INTERACTIONS, LLC INTERACTIONS, LLC 401(K) PLAN | FRANKLIN MA | 199 | $37.5M | $1.8M |
| 7 | NEW SAGEVIEW ADVISORY GROUP, LLC SAGEVIEW ADVISORY GROUP 401(K)PLAN | NEWPORT BEACH CA | 0 | $84.2M | $1.6M |
| 8 | FATE THERAPEUTICS, INC. FATE THERAPEUTICS, INC. 401(K) PENSION PLAN | SAN DIEGO CA | 185 | $34.3M | $1.2M |
| 9 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $1.1M |
| 10 | MELINTA SUBSIDIARY CORP. MELINTA THERAPEUTICS 401(K) PLAN | PARSIPPANY NJ | 151 | $32.7M | $1.1M |
