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 Mutual Funds in their Schedule of Assets, totaling $200K 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 | THE DAVE THOMAS FAMILY COMPANIES, LLC THE DAVE THOMAS FAMILY COMPANIES, LLC 401(K) PROFIT SHARING PLAN | DUBLIN OH | 548 | $9.9M | $92K |
| 2 | HIFFMAN SHAFFER ASSOCIATES, INC. NAI HIFFMAN 401K PLAN | OAKBROOK TERRACE IL | 198 | $11.8M | $68K |
| 3 | CENTER FOR BIOLOGIOCAL DIVERSITY INC |
TUCSON AZ |
| 197 |
| $33.8M |
| $40K |
