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 Enhanced Equity Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $2.4M 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 | UNION HOME MORTGAGE CORPORATION UNION HOME MORTGAGE CORPORATION 401(K) PLAN | STRONGSVILLE OH | 1,712 | $94.9M | $2.0M |
| 2 | ENVALIOR ENGINEERING MATERIALS INC. ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN | EVANSVILLE IN | 190 | $19.7M | $416K |
