Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan U.S. Equity R6 JP Morgan 0 in their Schedule of Assets, totaling $27.8M 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 | PARKER MCCAY P.A. PARKER MCCAY, P.A. SAVINGS PLAN | MOUNT LAUREL NJ | 107 | $44.7M | $3.8M |
| 2 | ELKUS MANFREDI ARCHITECTS LTD. ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN | BOSTON MA | 153 | $53.0M | $2.7M |
| 3 | AMERICARES FOUNDATION, INC. AMERICARES FOUNDATION, INC. DISC CONTRIB PLAN |
STAMFORD CT |
| 277 |
| $36.9M |
| $2.7M |
| 4 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY PRODUCTION EMPLOYEES | QUINCY IL | 654 | $23.9M | $2.4M |
| 5 | PEDIATRIC HEALTH CARE ASSOCIATES, P.C. PEDIATRIC HEALTH CARE ASSOCIATES PC 401K PLAN | PEABODY MA | 203 | $24.0M | $2.1M |
| 6 | SOUTHGROUP INSURANCE AND FINANCIAL SERVICES, LLC SOUTHGROUP 401(K) PLAN | RIDGELAND MS | 104 | $16.9M | $2.1M |
| 7 | ONE NEVADA CREDIT UNION ONE NEVADA CREDIT UNION 401(K) PLAN | LAS VEGAS NV | 179 | $35.4M | $1.9M |
| 8 | EDISON WELDING INSTITUTE, INC. EDISON WELDING INSTITUTE, INC. SALARY SAVINGS PLAN | COLUMBUS OH | 137 | $46.3M | $1.7M |
| 9 | READING INTERNATIONAL, INC. READING INTL, INC EMPLOYEE RET SAVINGS PLAN | CULVER CITY CA | 527 | $17.1M | $1.6M |
| 10 | SILVERSKY INC. SILVERSKY INC 401(K) PLAN | MILFORD CT | 116 | $18.5M | $1.3M |