Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Equity Income Fund Class R5 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $681K 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 | O'CONNOR & DREW P.C. O'CONNOR & DREW EMPLOYEE 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 138 | $23.5M | $457K |
| 2 | OCD TECH, LLC OCD TECH, LLC | BRAINTREE MA | 27 | $16.2M | $224K |
