Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Asset Management JPMorgan Equity Income R5 in their Schedule of Assets, totaling $371K 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 | WEBPT, INC. WEBPT, INC. 401(K) PLAN | PHOENIX AZ | 559 | $30.2M | $371K |
