Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jpmorgan Us Equity - R2 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | ACCESS REHAB CENTERS, LLC ACCESS REHAB CENTERS, LLC 401(K) PLAN | WATERBURY CT | 195 | $16.7M | $822K |
| 2 | CATELLI BROTHERS, INC. CATELLI BROTHERS, INC. 401(K) PLAN | COLLINGSWOOD NJ | 238 | $15.5M | $351K |
| 3 | CONTINUING HEALTH CARE SOLUTIONS, INC. CONTINUING HEALTH CARE SOLUTIONS, INC. 401(K) PLAN | BRUNSWICK OH | 1,013 | $7.2M | $284K |
| 4 | JST TRANSPORTATION JST TRANSPORTATION 401K PROFIT SHARING PLAN AND TRUST | FRANKLIN MA | 48 | $711K | $7K |