Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Jpm Eq Inc R5 in their Schedule of Assets, totaling $2.0M 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 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $389K |
| 2 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $349K |
| 3 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN |
CHESTERFIELD MI |
| 252 |
| $15.1M |
| $288K |
| 4 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $231K |
| 5 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $186K |
| 6 | RIVER HOLDING COMPANY RIVER HOLDING COMPANY RETIREMENT PLAN | LA CROSSE WI | 109 | $10.2M | $171K |
| 7 | LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD CO | 197 | $22.7M | $109K |
| 8 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE CA | 320 | $5.2M | $94K |
| 9 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $79K |
| 10 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $62K |
