Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Jpm Eq Inc R5 Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $544K |
| 2 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $539K |
| 3 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN |
| 505 |
| $25.8M |
| $385K |
| 4 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $259K |
| 5 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $203K |
| 6 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $131K |
| 7 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $121K |
| 8 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $120K |
| 9 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $117K |
| 10 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 135 | $4.3M | $99K |
