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 R5 Registered Investment Company in their Schedule of Assets, totaling $26.9M 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 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK NY | 1,323 | $598.8M | $26.9M |
