Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMORGAN US RSCH ENHANCED EQ I in their Schedule of Assets, totaling $7.4M 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 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $3.3M |
| 2 | CUSTOMER ENGINEERING SERVICES CES 401(K) PLAN | COPPELL TX | 322 | $24.6M | $1.5M |
| 3 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN |
FAIRFIELD OH |
| 310 |
| $33.9M |
| $776K |
| 4 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $645K |
| 5 | CHICAGO REVIEW PRESS, INC. CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN | CHICAGO IL | 148 | $12.2M | $497K |
| 6 | I.C.S., INC. I.C.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREEPORT TX | 470 | $13.0M | $344K |
| 7 | VERREX LLC VERREX 401(K) SAVINGS/RETIREMENT PLAN & TRUST | MOUNTAINSIDE NJ | 91 | $11.2M | $343K |