Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Equity Income Fund R5 Mutual Funds in their Schedule of Assets, totaling $622K 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 | LAMBDA LEGAL DEFENSE & EDUCATION FUND INC. LAMBDA LEGAL RETIREMENT BENEFIT PLAN | NEW YORK NY | 96 | $12.9M | $622K |
