Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan U.S. Equity R6 JPMorgan 0 in their Schedule of Assets, totaling $17.4M 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 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $13.6M |
| 2 | SIDOCK GROUP, INC. SIDOCK GROUP INC. 401(K) | NOVI MI | 133 | $15.1M | $1.7M |
| 3 | F.C. HAAB CO., INC. F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN |
BALA CYNWYD PA |
| 113 |
| $25.5M |
| $867K |
| 4 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $739K |
| 5 | MEMORIAL MEDICAL GROUP MEMORIAL MEDICAL GROUP 401(K) PLAN | MARYSVILLE OH | 149 | $9.5M | $261K |
| 6 | BEYOND LIMITS, INC. BEYOND LIMITS, INC. 401(K) PLAN | GLENDALE CA | 168 | $17.0M | $219K |
| 7 | RP DESIGN & MANAGEMENT, LLC RP DESIGN & MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | COLLINGSWOOD NJ | 992 | $3.4M | $45K |
| 8 | HOFFMAN HOMES, INC. 403B THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. | LITTLESTOWN PA | 163 | $2.7M | $15K |
