Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income R5 N/R in their Schedule of Assets, totaling $41.7M 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 | BT AMERICAS HOLDINGS INC. BT U.S. RETIREMENT SAVINGS PLAN 401(K) | DALLAS TX | 648 | $652.2M | $41.7M |
