Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP MORGAN U.S. EQUITY FD CL R5 Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | SCANDINAVIAN DESIGNS, INC. SCANDINAVIAN DESIGNS RETIREMENT SAVINGS PLAN | BOISE ID | 561 | $41.0M | $2.7M |
