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 R6 Mutual funds in their Schedule of Assets, totaling $12.3M 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 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL | 9,939 | $504.7M | $11.8M |
| 2 | PROFESSIONAL BUILDING SYSTEMS, INC. PROFESSIONAL BUILDING SYSTEMS, INC. 401(K) PLAN | MIDDLEBURG PA | 938 | $15.2M | $524K |
| 3 | COMPANIA CERVECERA DE PUERTO RICO, INC. |
MAYAGUEZ PR |
| 109 |
| $7.1M |
| $19K |
