Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMORGAN US GARP EQUITY R6 in their Schedule of Assets, totaling $4.4M 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 | HANSEN ICC, LLC HANSEN ICC, LLC SAVINGS PLAN | BETHLEHEM PA | 134 | $34.7M | $2.7M |
| 2 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $1.5M |
| 3 | MEDICAL OFFICES OF MANHATTAN MEDICAL OFFICES OF MANHATTAN, PLLC 401(K) PS PLAN AND TRUST |
NEW YORK NY |
| 118 |
| $4.0M |
| $156K |
| 4 | PUTTSHACK USA INC. PUTTSHACK USA INC. 401(K) PLAN | CHICAGO IL | 1,063 | $6.4M | $81K |
| 5 | ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIRLAWN NJ | 145 | $6.9M | $4K |
