Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP MORGAN US EQUITY R5 Registered Investment Company in their Schedule of Assets, totaling $5.6M 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 | DELTA DENTAL OF PENNSYLVANIA DELTA DENTAL OF PENNSYLVANIA 401(K) RETIREMENT PLAN | CAMP HILL PA | 755 | $178.7M | $4.9M |
| 2 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN | MIAMI FL | 1,196 | $59.3M | $689K |
| 3 | NORTHWEST AEROSPACE TECHNOLOGIES, INC. |
EVERETT WA |
| 224 |
| $38.2M |
| $60K |
