Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPM Eq Inc R5 Mutual Funds in their Schedule of Assets, totaling $767K 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 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $238K |
| 2 | THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 68 | $10.2M | $147K |
| 3 | ESTIS COMPRESSION, LLC ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
KILGORE TX |
| 320 |
| $7.9M |
| $141K |
| 4 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $102K |
| 5 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $93K |
| 6 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $39K |
| 7 | THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA THE PRIORITY CENTER 403(B) PLAN | SANTA ANA CA | 118 | $2.6M | $6K |
| 8 | CLARK & WASHINGTON, PC CLARK & WASHINGTON, PC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 81 | $3.0M | $2K |
