Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income Fund R5 # in their Schedule of Assets, totaling $5.5M 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 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 126 | $89.8M | $2.7M |
| 2 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $1.8M |
| 3 | LINKLATERS LLP LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES |
NEW YORK NY |
| 166 |
| $37.3M |
| $1.0M |
