Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Investment Management Inc. JPMorgan High Yield R5 in their Schedule of Assets, totaling $477K 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 | ACE HARDWARE CORPORATION ACE RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,040 | $51.0M | $317K |
| 2 | ACE WHOLESALE HOLDINGS LLC ACE RETIREMENT SAVINGS PLAN | OAK BROOK IL | 171 | $20.0M | $160K |
