Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Income R5 JPMorgan 0 in their Schedule of Assets, totaling $927K 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 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $901K |
| 2 | SAVANA, INC. SAVANA, INC. 401(K) RETIREMENT PLAN | MALVERN PA | 85 | $9.2M | $26K |
