Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan US Equity R6 N/A in their Schedule of Assets, totaling $9.6M 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 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $5.5M |
| 2 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN | GALLIPOLIS OH | 2,800 | $88.7M | $3.1M |
| 3 | VISTA METALS, INC. VISTA METALS, INC. PROFIT SHARING PLAN |
MCKEESPORT PA |
| 154 |
| $11.1M |
| $930K |
| 4 | PREMIER REAL ESTATE MANAGEMENT, LLC PREMIER REAL ESTATE MANAGEMENT, LLC SALARY SAVINGS PLAN | BROOKFIELD WI | 317 | $7.2M | $93K |
