Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investments Management, Inc. JPMorgan Equity Income R5 in their Schedule of Assets, totaling $272K 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 | LODGEWORKS PAYROLL, LLC THE LODGEWORKS 401(K) PLAN | WICHITA KS | 845 | $21.2M | $272K |
