Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan US GARP Equity F R6 Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $1.1M |
| 2 | MARINE SOLUTIONS, INC. MARINE SOLUTIONS, INC. RETIREMENT PLAN | NICHOLASVILLE KY | 141 | $12.6M | $573K |
| 3 | LITERATI INC. LITERATI INC. 401K PLAN | AUSTIN |
| 139 |
| $1.0M |
| $7K |
| 4 | EGR INCORPORATED EGR, INC. 401K PROFIT SHARING PLAN | ONTARIO CA | 61 | $2.4M | $6K |
