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 in their Schedule of Assets, totaling $1.2M 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 | COUNTY INSULATION COMPANY COUNTY INSULATION COMPANY 401K PROFIT SHARING PLAN | NEW CASTLE DE | 167 | $12.7M | $930K |
| 2 | PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND | GOODLETTSVILLE TN | 597 | $166.0M | $250K |
| 3 | COMPANIA CERVECERA DE PR, INC. |
MAYAGUEZ PR |
| 125 |
| $5.3M |
| $4K |
