Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan US Equity R5 in their Schedule of Assets, totaling $20.0M 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 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $11.1M |
| 2 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $6.9M |
| 3 | OHIO VALLEY GAS CORPORATION |
WINCHESTER IN |
| 153 |
| $19.9M |
| $1.3M |
| 4 | VIBRANTCARE REHABILITATION, INC. VIBRANTCARE REHABILITATION INC. 401(K) PROFIT SHARING PLAN AND TRUST | SUGAR LAND TX | 253 | $7.1M | $414K |
| 5 | WESTMINSTER CHRISTIAN ACADEMY ASSOCIATION WESTMINSTER CHRISTIAN ACADEMY RETIREMENT PLAN | TOWN AND COUNTRY MO | 294 | $22.3M | $318K |
