Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan US Equity Fund R6 Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | MOUNTAIN CAPITAL PARTNERS, LLC MOUNTAIN CAPITAL PARTNERS 401K PLAN | DURANGO CO | 510 | $10.3M | $1.1M |
| 2 | GUIDELINE DATA SOLUTIONS, INC. GUIDELINE DATA SOLUTIONS, INC. 401(K) PLAN | NEW YORK NY | 99 | $5.9M | $19K |
| 3 | BANZA LLC BANZA LLC 401K PLAN |
NEW YORK NY |
| 115 |
| $1.1M |
| $4K |
| 4 | PE MANAGEMENT GROUP, INC. PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN | RANCHO SANTA FE CA | 658 | $1.9M | $1K |
| 5 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING VALLEY NY | 405 | $4.5M | $1K |
