Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Retirement JPMORGAN EQUITY INCOME R5 Mutual Funds 1 n/a in their Schedule of Assets, totaling $3.6M 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 | LEAVITT GROUP ENTERPRISES, INC. THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN | CEDAR CITY UT | 2,895 | $244.1M | $3.6M |
