Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan U.S. Research Enhan Equity R6 JP Morgan 0 in their Schedule of Assets, totaling $6.4M 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 | STRATEGIC ANALYSIS, INC. STRATEGIC ANALYSIS, INC. PROFIT SHARING AND 401(K) PLAN | ARLINGTON VA | 247 | $64.7M | $4.3M |
| 2 | GL GROUP, INC. BOOKSOURCE 401(K) PLAN | HAZELWOOD MO | 85 | $9.7M | $1.4M |
| 3 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN |
BLUE BELL PA |
| 276 |
| $39.8M |
| $317K |
| 4 | B&M ROOFING OF COLORADO B&M ROOFING OF COLORADO 401(K) PLAN | ERIE CO | 114 | $4.5M | $233K |
| 5 | SLOANE AUTOMOTIVE GROUP SLOANE AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | GLENSIDE PA | 441 | $18.8M | $136K |
| 6 | JOY HOLDINGS, LTD. JOY HOLDINGS 401(K) PLAN | HOUSTON TX | 79 | $2.4M | $21K |
