Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan U.S. Research Enhanced Equity R6 Fund " in their Schedule of Assets, totaling $5.4M 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 | THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY SHEET METAL WORKERS LOCAL UNION NO. 80 ANNUITY FUND | TROY MI | 1,676 | $129.5M | $5.4M |
| 2 | CONSTRUCTION VENTURES, INC. CONSTRUCTION 401 K PLAN | WINONA MN | 77 | $9.0M | $38K |
| 3 | CONTINENTAL INSURANCE GROUP, LTD |
AUSTIN TX |
| 252 |
| $14.6M |
| $30K |
| 4 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $4K |
