Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Equity Income R5 Fund Mutual Funds - in their Schedule of Assets, totaling $356K 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 | AIJJ ENTERPRISES, INC RAINBOW APPAREL 401(K) SAVINGS PLAN | BROOKLYN NY | 6,004 | $81.8M | $356K |
