Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Jpmorgan Us Equity R6 Mutual Funds in their Schedule of Assets, totaling $43.0M 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 | GREAT PLAINS MANUFACTURING, INCORPORATED GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN | SALINA KS | 2,125 | $149.1M | $14.6M |
| 2 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $12.9M |
| 3 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN |
OLDSMAR FL |
| 2,810 |
| $233.4M |
| $4.6M |
| 4 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $3.0M |
| 5 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $1.7M |
| 6 | SB ARCHITECTS SB ARCHITECTS 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 74 | $13.4M | $1.6M |
| 7 | MX TECHNOLOGIES, INC. MX TECHNOLOGIES, INC. 401(K) PLAN | LEHI UT | 436 | $45.9M | $805K |
| 8 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $798K |
| 9 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $631K |
| 10 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $545K |
