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 R5 in their Schedule of Assets, totaling $1.3M 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 | VANIR GROUP OF COMPANIES, INC. THE VANIR 401(K) PLAN | SACRAMENTO CA | 300 | $55.5M | $1.2M |
| 2 | VIRIDOS, INC. VIRIDOS, INC. 401(K) RETIREMENT PLAN | LA JOLLA CA | 46 | $13.1M | $140K |
