Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan U.S. Reseach Enhanc Eq R6 Pooled Separate Account in their Schedule of Assets, totaling $1.7M 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 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | SUGAR LAND TX | 103 | $14.5M | $1.7M |
