Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan US Research Enhanced Equity Fund Mutual Fund in their Schedule of Assets, totaling $886K 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 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN | SPRING TX | 855 | $33.7M | $742K |
| 2 | HINKLEY LIGHTING, INC. HINKLEY LIGHTING, INC. 401(K) RETIREMENT PLAN | AVON LAKE OH | 140 | $14.0M | $144K |
