Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan US Research Enhanced Equity Fund " in their Schedule of Assets, totaling $20.3M 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 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $18.8M |
| 2 | CON AM MANAGEMENT CORPORATION CON AM 401K RETIREMENT PLAN | SAN DIEGO CA | 1,602 | $37.6M | $1.5M |
| 3 | AFFINITY HOSPICE HOLDINGS, LLC |
BIRMINGHAM AL |
| 462 |
| $4.0M |
| $30K |
| 4 | HIGHLEVEL INC. HIGHLEVEL INC. 401(K) PLAN | DALLAS TX | 268 | $4.1M | $6K |
| 5 | LEIGHTON ENTERPRISES, INC. LEIGHTON ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | ST. CLOUD MN | 227 | $8.8M | $2K |
