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 – R6 -- in their Schedule of Assets, totaling $5.2M 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 | DYNATA, LLC DYNATA, LLC EMPLOYEE 401(K) PLAN | SHELTON CT | 4,474 | $114.1M | $4.4M |
| 2 | NAES CORPORATION GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN | VANCOUVER WA | 1,228 | $31.4M | $822K |