Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Eq Inc R5 in their Schedule of Assets, totaling $26K 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 | KDW AUTOMOTIVE INC. KDW AUTOMOTIVE 401(K) PLAN | GLENDALE CA | 193 | $2.7M | $18K |
| 2 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $8K |
