Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan US Research Enhanced Equity R6 " in their Schedule of Assets, totaling $47.0M 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 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $21.3M |
| 2 | THE WONDERFUL COMPANY THE WONDERFUL COMPANY LLC 401(K) PLAN | LOS ANGELES CA | 5,637 | $590.0M | $19.3M |
| 3 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN |
EAST PROVIDENCE RI |
| 83 |
| $22.8M |
| $2.1M |
| 4 | LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN | AUSTIN TX | 167 | $23.1M | $1.4M |
| 5 | ADVANCED CARDIOVASCULAR SPECIALISTS LLC ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN | SHREVEPORT LA | 104 | $47.2M | $1.2M |
| 6 | ROANOKE- CHOWAN COMMUNITY HEALTH CENTER RCCHC 401(K) RETIREMENT PLAN | AHOSKIE NC | 251 | $12.8M | $483K |
| 7 | CENTRAL ASPHALT, INC. FISHER COMPANIES 401(K) PLAN | MOUNT PLEASANT MI | 302 | $24.3M | $323K |
| 8 | AGILITY ROBOTICS, INC. AGILITY ROBOTICS 401(K) PLAN | SALEM OR | 201 | $14.5M | $262K |
| 9 | PIONEER BALLOON COMPANY PIONEER BALLOON COMPANY 401(K) PROFIT SHARING PLAN | WICHITA KS | 397 | $26.2M | $177K |
| 10 | MEDBRIDGE, INC. MEDBRIDGE, INC. 401(K) PLAN | BELLEVUE WA | 125 | $8.3M | $169K |
