Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan US Equity Fund Class R5 Mutual fund in their Schedule of Assets, totaling $9.3M 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 | ANAPLAN, INC. ANAPLAN, INC. 401K PLAN | SAN FRANCISCO CA | 849 | $124.7M | $4.6M |
| 2 | BAZAARVOICE, INC. BAZAARVOICE 401(K) PLAN | AUSTIN TX | 866 | $98.6M | $3.9M |
| 3 | WAYTEK, INC. WAYTEK, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | CHANHASSEN |
| 119 |
| $19.5M |
| $668K |
| 4 | FT PRECISION INC. FTP 401(K) PLAN | FREDERICKTOWN OH | 172 | $11.1M | $206K |
