Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan US Equity Class R6 Mutual funds in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $870K |
| 2 | NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. NAACP LEGAL DEFENSE & EDUCATIONAL FUND, INC. 403(B) PLAN | NEW YORK NY | 210 | $21.6M | $166K |
| 3 | DELTA AREA ECONOMIC OPPORTUNITY CORPORATION |
SIKESTON MO |
| 385 |
| $5.2M |
| $6K |
