Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Jpm Eq Inc R5 in their Schedule of Assets, totaling $297K 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 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $194K |
| 2 | 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK NY | 253 | $3.2M | $63K |
| 3 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX |
| 320 |
| $8.2M |
| $39K |
