Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Jpmorgan Us Equity R6 Pooled Separate Account in their Schedule of Assets, totaling $7.0M 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 | VISUAL PAK COMPANY THE VISUAL PAK COMPANIES 401(K) PLAN | WAUKEGAN IL | 381 | $24.7M | $2.9M |
| 2 | TRAVEL TRADERS HOTELS INC TRAVEL TRADERS HOTELS INC. 401K PLAN | MIAMI FL | 936 | $11.2M | $2.0M |
| 3 | PORTLAND HOSPITAL SERVICE CORPORATION PORTLAND HOSPITAL SERVICE CORPORATION EMPLOYEES' RETIREMENT PLAN |
PORTLAND OR |
| 103 |
| $4.8M |
| $482K |
| 4 | WILSON CONSTRUCTION COMPANY WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CANBY OR | 237 | $49.0M | $439K |
| 5 | C.C. CREATIONS, LTD. C.C. CREATIONS, LTD. RETIREMENT SAVINGS PLAN | BRYAN TX | 326 | $6.3M | $397K |
| 6 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $244K |
| 7 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $222K |
| 8 | REVOLVE MANAGEMENT COMPANY, LLC REVOLVE MANAGEMENT COMPANY, LLC 401(K) PLAN | KANSAS CITY MO | 115 | $3.1M | $199K |
| 9 | SCION GROUP MANAGEMENT, INC. SCION GROUP 401(K) PLAN | CHICAGO IL | 1,417 | $19.9M | $55K |
