Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan U.S. Research Enhan Equity R6 JPMorgan 0 in their Schedule of Assets, totaling $2.1M 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 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $2.0M |
| 2 | TURA, INC. TURA 401(K) PLAN | MUNCY PA | 109 | $9.9M | $126K |
