Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan U.S. Equity R6 Mutual fund in their Schedule of Assets, totaling $7.6M 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 | TAMPA BAY RAYS BASEBALL LTD. TAMPA BAY RAYS 401K PLAN | ST PETERSBURG FL | 588 | $60.8M | $3.5M |
| 2 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $2.6M |
| 3 | LW SCHNEIDER, INC. L.W. SCHNEIDER INC 401(K) & PROFIT SHARING PLAN |
PRINCETON IL |
| 135 |
| $6.2M |
| $795K |
| 4 | GENPRO, INC. GENPRO INC. 401(K) PROFIT SHARING PLAN | RUTHERFORD NJ | 71 | $8.1M | $190K |
| 5 | BRAINYAK GUTCHECK 401(K) PLAN | DENVER CO | 78 | $2.8M | $168K |
| 6 | ST. JUDE NEIGHBORHOOD HEALTH CENTERS ST. JUDE NEIGHBORHOOD HEALTH CENTERS 401(K) PROFIT SHARING PLAN | FULLERTON CA | 121 | $5.5M | $161K |
| 7 | SNOW PARTNERS LLC SNOW PARTNERS LLC 401(K) PLAN | VERNON NJ | 309 | $3.6M | $131K |
