Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income R5 JP Morgan 0 in their Schedule of Assets, totaling $11.3M 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 | ADVANCED TECHNOLOGY SERVICES, INC. ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP | PEORIA IL | 2,062 | $205.1M | $9.5M |
| 2 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $1.4M |
| 3 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN |
BLUE BELL PA |
| 276 |
| $39.8M |
| $379K |
