Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 166 U.S. retirement plans report holding JPMorgan US Equity Fund R6 * in their Schedule of Assets, totaling $138.4M 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 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $30.5M |
| 2 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $8.0M |
| 3 | FLEXERA SOFTWARE LLC FLEXERA SOFTWARE LLC 401(K) PLAN |
ITASCA IL |
| 491 |
| $130.8M |
| $5.5M |
| 4 | GRASS VALLEY USA, LLC GRASS VALLEY 401K PLAN | NEVADA CITY CA | 89 | $36.0M | $3.9M |
| 5 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $3.9M |
| 6 | DATADIRECT NETWORKS, INC. DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 485 | $66.0M | $3.8M |
| 7 | INFINITE COMPUTER SOLUTIONS, INC ICS 401(K) PLAN | ROCKVILLE MD | 2,329 | $74.3M | $3.5M |
| 8 | KLICK USA INC. KLICK USA INC. 401K PLAN | NEW YORK NY | 473 | $48.0M | $3.4M |
| 9 | DELTA COMPUTER CONSULTING DELTA COMPUTER CONSULTING 401(K) PLAN | TORRANCE CA | 172 | $26.7M | $3.1M |
| 10 | LIVEONE, INC. LIVEONE 401(K) RETIREMENT PLAN | ESCONDIDO CA | 115 | $15.8M | $2.9M |
