Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan US Equity R3 - in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPHA BAKING CO., INC. ALPHA BAKING CO., INC. & SUBSIDIARIES 401(K)PROFIT SHARING PLAN | CHICAGO IL | 771 | $47.4M | $4.1M |
| 2 | CAMBRIDGE REAL ESTATE SERVICES, INC. CAMBRIDGE REAL ESTATE SERVICES INC., PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | PORTLAND OR | 255 | $15.4M | $879K |
