Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jpm Eq Inc R5 Registered investment companies in their Schedule of Assets, totaling $132K 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 | WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY FL | 249 | $6.4M | $75K |
| 2 | SOUTHWEST SERVICE ADMINISTRATORS INC SOUTHWEST SERVICE ADMINISTRATORS INC. BARGAINING DIVISION 401(K) PLAN | PHOENIZ AZ | 198 | $3.8M | $54K |
| 3 | USG SERVICES, LLC |
SPRING VALLEY NY |
| 3,426 |
| $10.0M |
| $4K |
