Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding JPMorgan US Equity Fund R6 Registered investment company in their Schedule of Assets, totaling $39.4M 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 | FREED MAXICK CPAS, P. C. FREED MAXICK CPAS, P. C. 401K PLAN | BUFFALO NY | 344 | $100.8M | $4.8M |
| 2 | AMERICAN CENTER FOR INTERNATIONAL SOLIDARITY CENTER RETIREMENT PLAN | WASHINGTON DC | 186 | $35.0M | $4.4M |
| 3 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES LLC PROFIT SHARING PLAN |
CHICAGO IL |
| 217 |
| $88.2M |
| $3.4M |
| 4 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC EMPLOYEES PENSION | CHICAGO IL | 206 | $57.8M | $2.9M |
| 5 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $2.5M |
| 6 | AMES GOLDSMITH CORP. AMES GOLDSMITH CORP. 401(K) PROFIT SHARING PLAN | GLENS FALLS NY | 471 | $36.8M | $2.4M |
| 7 | PINNACLE ASSET INTEGRITY PINNACLE ASSET INTEGRITY SERVICES 401(K) PLAN | PASADENA TX | 267 | $34.9M | $1.8M |
| 8 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $1.8M |
| 9 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $1.6M |
| 10 | CHARMS LLC CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 404 | $35.6M | $1.6M |
