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 US EQUITY R5 in their Schedule of Assets, totaling $41.1M 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 | CHART INDUSTRIES, INC. CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | BALL GROUND GA | 3,630 | $428.3M | $41.1M |
