Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Jpm Equity Income R5 Mutual Fund in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $1.5M |
| 2 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $793K |
| 3 | V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN |
BOHEMIA NY |
| 154 |
| $21.9M |
| $621K |
| 4 | HOTSPUR RESORTS NEVADA LTD. HOTSPUR RESORTS NEVADA LTD 401(K) SALARY DEFERRAL PLAN | LAS VEGAS NV | 1,220 | $23.4M | $586K |
| 5 | RDC-S111, INC. RDC-S111, INC. 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 163 | $18.4M | $374K |
| 6 | CITYVET INC. CITYVET 401(K) PLAN | DALLAS TX | 459 | $6.5M | $45K |
