Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan U.S. Research Enhanced Equity Fund-R6 in their Schedule of Assets, totaling $6.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KIMBELL ART FOUNDATION KIMBELL ART MUSEUM KIMBELL ART MUSEUM RETIREMENT PLAN | FORT WORTH TX | 149 | $28.8M | $1.9M |
| 2 | VISUAL EDGE TECHNOLOGY, INC. VISUAL EDGE TECHNOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NORTH CANTON OH | 1,039 | $46.5M | $1.7M |
| 3 | EXCEL CONTRACTORS, LLC |
BATON ROUGE LA |
| 7,735 |
| $53.6M |
| $1.2M |
| 4 | NEXGEN TEAM, LLC NEXGEN TEAM, LLC 401(K) PLAN | PORTLAND OR | 544 | $23.8M | $1.1M |
| 5 | WHITE HOUSE CUSTOM COLOUR, INC. WHITE HOUSE CUSTOM COLOUR, INC. 401(K) PLAN | EAGAN MN | 208 | $16.6M | $403K |
| 6 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $279K |
| 7 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $213K |
| 8 | OKI FURNITURE FAIR LLC OKI FURNITURE FAIR LLC, EMPLOYEES 401(K) RETIREMENT PLAN | FAIRFIELD OH | 328 | $9.2M | $109K |
