Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan US Research Enhanced Equity Fund Class R6 " in their Schedule of Assets, totaling $94.3M 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $89.8M |
| 2 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $2.3M |
| 3 | LIGHTBOX EMPLOYER, L.L.C. LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN |
SHELTON CT |
| 484 |
| $89.8M |
| $2.1M |
