Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan U.S. Res Enhanc Eq R6 Registered Investment Company in their Schedule of Assets, totaling $7.4M 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 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $1.2M |
| 2 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $947K |
| 3 | TECHNICAL CONSUMER PRODUCTS, INC. TECHNICAL CONSUMER PRODUCTS, INC. 401(K) PROFIT SHARING PLAN |
AURORA OH |
| 91 |
| $12.3M |
| $759K |
| 4 | MASON MCDUFFIE MORTGAGE CORPORATION MASON MCDUFFIE MORTGAGE CORPORATION | SAN RAMON CA | 291 | $13.9M | $747K |
| 5 | INTERFOODS OF AMERICA, INC. INTERFOODS OF AMERICA, INC. EMPLOYEES SAVINGS PLAN | MIAMI FL | 4,291 | $3.2M | $626K |
| 6 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $473K |
| 7 | NANSHAN AMERICA AAT, LLC NANSHAN AMERICA AAT RETIREMENT PLAN | LAFAYETTE IN | 116 | $9.1M | $410K |
| 8 | ABEL CONSTRUCTION COMPANY, INC. ABEL CONSTRUCTION COMPANY, INC. 401K SAVINGS PLAN | LOUISVILLE KY | 122 | $11.6M | $358K |
| 9 | S E & A AUTOMOTIVE, LLC S E & A AUTOMOTIVE, LLC 401(K) PLAN | DAPHNE AL | 283 | $2.8M | $294K |
| 10 | AMERICAS FENCE STORE INC. AMERICA'S FENCE STORE INC. 401(K) PROFIT SHARING PLAN | LA VISTA NE | 452 | $12.4M | $269K |
