Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Equity Income R5 in their Schedule of Assets, totaling $1.3M 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 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $470K |
| 2 | E.M. THARP, INC. E.M. THARP, INC. 401(K) PLAN | PORTERVILLE CA | 270 | $10.9M | $289K |
| 3 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 345 |
| $9.8M |
| $205K |
| 4 | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL MA | 123 | $18.7M | $177K |
| 5 | CANTON DROP FORGE, INC. CANTON DROP FORGE INC., RETIREMENT SAVINGS PLAN | CANTON OH | 179 | $10.2M | $48K |
| 6 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $34K |
| 7 | SOUTHWEST CABINET CORP ANTON CABINETRY 401(K) RETIREMENT PLAN | ARLINGTON TX | 110 | $7.1M | $20K |
| 8 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $17K |
| 9 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS OH | 97 | $23.6M | $15K |
| 10 | ADVANTAGECARE PHYSICIANS, P.C. STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN | NEW YORK NY | 216 | $6.9M | $9K |
