Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income Fund;R5 Mutual Fund in their Schedule of Assets, totaling $308K 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 | EHOB, INC. EHOB CORPORATION 401(K) PLAN | INDIANAPOLIS IN | 286 | $15.4M | $283K |
| 2 | APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN | SCHENECTADY NY | 84 | $4.6M | $20K |
| 3 | MINAMYER RESIDENTIAL CARE SERVICES, INC. MINAMYER RESIDENTIAL 401(K) PLAN |
WORTHINGTON OH |
| 112 |
| $1.8M |
| $5K |
