Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM Equity Income R5 Mutual Funds in their Schedule of Assets, totaling $3.7M 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 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $2.0M |
| 2 | RED RIVER VALLEY & WESTERN RAILROAD CO. RRVW-TCW INCENTIVE COMPENSATION SAVINGS PLAN | WAHPETON ND | 194 | $44.1M | $750K |
| 3 | CR EMPLOYMENT, LLC |
FORT WORTH TX |
| 1,431 |
| $55.8M |
| $575K |
| 4 | FINKELSTEIN & PARTNERS, LLP FINKELSTEIN & AFFILIATED ENTITIES 401(K) PLAN | NEWBURGH NY | 331 | $43.1M | $396K |
