Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan U.S. Equity Fund R6 Pooled separate account in their Schedule of Assets, totaling $7.0M 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 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $6.2M |
| 2 | PJS LUMBER, INC. PJ'S LUMBER, INC. 401(K) PLAN | FREMONT CA | 138 | $12.8M | $484K |
| 3 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN | GAINESVILLE |
| 377 |
| $14.4M |
| $268K |
| 4 | ASPHALT INC., LLC DBA LONE STAR PAVING LONE STAR PAVING 401(K) PLAN | AUSTIN TX | 560 | $19.3M | $112K |
| 5 | FREE ENERGY SAVINGS COMPANY, LLC FREE ENERGY SAVINGS 401(K) PLAN | MONTCLAIR CA | 342 | $3.9M | $3K |
