Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Equity Income Fund R5 in their Schedule of Assets, totaling $6.3M 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 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $2.9M |
| 2 | CHERRYROAD TECHNOLOGIES INC. CHERRYROAD TECHNOLOGIES 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 619 | $57.6M | $1.6M |
| 3 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN |
COLUMBUS OH |
| 750 |
| $50.4M |
| $759K |
| 4 | CARE HOSPICE, INC. CARE HOSPICE, INC. 401(K) PLAN | CHARLOTTESVILLE VA | 2,845 | $52.2M | $412K |
| 5 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $179K |
| 6 | BOB BAKER ENTERPRISES, INC. BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T | CARLSBAD CA | 199 | $16.1M | $150K |
| 7 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $144K |
| 8 | SENIOR LIFESTYLE CORPORATION SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 5,024 | $33.2M | $79K |
| 9 | SAGACITY MEDIA, INC. SAGACITY MEDIA, INC. 401(K) AND PROFIT SHARING PLAN | PORTLAND OR | 43 | $4.4M | $60K |
| 10 | RITCHIE TRUCKING SERVICE HOLDINGS, INC. RITCHIE TRUCKING SERVICE HOLDINGS, INC. 401 (K) PLAN | FRESNO CA | 80 | $2.5M | $45K |
