Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan U.S. research enhanced equity fund # in their Schedule of Assets, totaling $4.6M 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 | REGIS TECHNOLOGIES, INC. REGIS TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | MORTON GROVE IL | 75 | $20.0M | $1.5M |
| 2 | WILKIN & GUTTENPLAN, P.C. WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | EAST BRUNSWICK NJ | 154 | $36.3M | $1.4M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN |
TULLAHOMA TN |
| 637 |
| $51.4M |
| $1.1M |
| 4 | ABEL CONSTRUCTION COMPANY, INC. ABEL CONSTRUCTION COMPANY, INC. 401K SAVINGS PLAN | LOUISVILLE KY | 122 | $11.6M | $358K |
| 5 | MIDWEST HEALTH SERVICES, INC. MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | MASSILLION OH | 727 | $2.6M | $205K |
| 6 | INTERNATIONAL LITERACY ASSOCIATION INTERNATIONAL LITERACY ASSOCIATION DC RETIREMENT PLAN | NEWARK DE | 12 | $18.3M | $68K |
| 7 | LACEWORK, INC. LACEWORK, INC. RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 0 | $635K | $25K |
| 8 | PATHWAYS HEALTHCARE, LLC PATHWAYS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | WESTWOOD MA | 476 | $4.2M | $7K |
| 9 | INSTITUTES OF HEALTH BMMP, INC INSTITUTES OF HEALTH BEHAVIORAL MEDICINE AND MEDICAL PSYCHOLOGY, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 161 | $1.5M | $7K |
| 10 | HELP - NEW MEXICO, INC. HELP - NEW MEXICO, INC. 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 24 | $1.5M | $6K |
