Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Jpmorgan Us Equity R6 Registered Investment Company in their Schedule of Assets, totaling $53.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN | RICHMOND VA | — | $1.8B | $39.1M |
| 2 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $7.5M |
| 3 | BARLOW RESPIRATORY HOSPITAL BARLOW RESPIRATORY HOSPITAL 401(K) RETIREMENT PLAN |
LOS ANGELES CA |
| 435 |
| $44.1M |
| $2.2M |
| 4 | P.J.K. FOOD SERVICE, LLC DBA KEANY PRODUCE & GOURMET KEANY PRODUCE & GOURMET AND RELATED ENTITIES 401(K) PLAN | LANDOVER MD | 511 | $32.5M | $1.3M |
| 5 | PURPLE BRANDS PURPLE BRANDS 401(K) PLAN | PETALUMA CA | 46 | $11.8M | $960K |
| 6 | THRESHOLD ENTERPRISES, LTD. THRESHOLD ENTERPRISES, LTD. 401(K) PLAN | SCOTTS VALLEY CA | 443 | $9.3M | $836K |
| 7 | ADDIUM, INC. ADDIUM 401(K) PLAN | PULLMAN WA | 117 | $18.3M | $374K |
| 8 | AEGIS SENIOR COMMUNITIES, LLC AEGIS SENIOR COMMUNITIES, LLC 401(K) PLAN | BELLEVUE WA | 2,828 | $21.4M | $338K |
| 9 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $312K |
| 10 | GEMINI LEGAL SUPPORT, INC. GEMINI LEGAL SUPPORT, INC. 401(K) PROFIT SHARING PLAN | ROCKLIN CA | 301 | $6.6M | $242K |
