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 Value of Interest in Registered Investment Companies in their Schedule of Assets, totaling $147K 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 | KEVANE GRANT THORNTON, LLP KEVANE GRANT THORNTON RETIREMENT PLAN | SAN JUAN PR | 170 | $14.6M | $147K |
