Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Equity Income R5 Pooled separate accounts N/A in their Schedule of Assets, totaling $74K 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 | T. W. FRIERSON CONTRACTOR, INC. T. W. FRIERSON CONTRACTOR, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 173 | $24.2M | $74K |
