Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Equity Income R5 # in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | HINIKER COMPANY HINIKER COMPANY PROFIT SHARING RETIREMENT SAVINGS PLAN | MANKATO MN | 97 | $8.4M | $700K |
| 3 | VIRIDOS, INC. VIRIDOS, INC. 401(K) RETIREMENT PLAN |
LA JOLLA CA |
| 46 |
| $13.1M |
| $140K |
| 4 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $106K |
