Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan JPMorgan Equity Income Fund Class R5 in their Schedule of Assets, totaling $1.4M 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 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $1.4M |
