Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM JPM Equity Income R5 in their Schedule of Assets, totaling $592K 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 | THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS TX | 460 | $86.6M | $592K |
