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 $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $3.1M |
| 2 | COUNTY INSULATION COMPANY COUNTY INSULATION COMPANY 401K PROFIT SHARING PLAN | NEW CASTLE DE | 167 | $12.7M | $930K |
| 3 | COMPANIA CERVECERA DE PR, INC. |
MAYAGUEZ PR |
| 125 |
| $5.3M |
| $4K |
