Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding JPMORGAN US RSCH ENHANCED EQ R in their Schedule of Assets, totaling $38.4M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $15.4M |
| 2 | HUDDL3 GROUP HUDDL3 GROUP 401K PLAN | TUSTIN CA | 1,047 | $35.9M | $3.7M |
| 3 | VAN ECK ASSOCIATES CORPORATION VAN ECK ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 252 |
| $89.4M |
| $3.0M |
| 4 | DANLAW INC DANLAW, INC 401(K) AND PROFIT SHARING PLAN | NOVI MI | 111 | $21.5M | $3.0M |
| 5 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $1.6M |
| 6 | NEW SABINA INDUSTRIES, INC. NEW SABINA INDUSTRIES, INC. ASSOC SAVINGS & INVESTMENT PLAN | SABINA OH | 368 | $34.5M | $1.3M |
| 7 | AVAAP USA, LLC AVAAP USA, LLC 401K | COLUMBUS OH | 328 | $54.6M | $1.3M |
| 8 | COHERUS BIOSCIENCES, INC. COHERUS BIOSCIENCES, INC. 401K PLAN | REDWOOD CITY CA | 239 | $52.7M | $1.2M |
| 9 | BERLIN ROSEN LTD. BERLIN ROSEN LTD. 401K P/S PLAN | NEW YORK NY | 393 | $21.0M | $1.1M |
| 10 | PENN VETERINARY SUPPLY PENN VETERINARY 401K PLAN | LANCASTER PA | 192 | $10.2M | $1.1M |
