Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM STRAT INC OPP R5 Mutual Fund - in their Schedule of Assets, totaling $195K 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 | OZARK TRUCKING INC. OZARK TRUCKING, INC. 401(K) PLAN & TRUST | MCCLELLAN CA | 95 | $18.9M | $195K |
