Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Income R5 Registered Investment Company in their Schedule of Assets, totaling $15.3M 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 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN | SPRINGFIELD OR | 1,498 | $223.8M | $9.4M |
| 2 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO., CARPENTERS INDUSTRIAL COUNCIL DEFINED CONTRIBUTION PLAN | SPRINGFIELD OR | 1,653 | $126.6M | $5.2M |
| 3 | CALIFIA FARMS, LLC |
LOS ANGELES CA |
| 307 |
| $25.9M |
| $468K |
| 4 | MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST | BELLEVUE WA | 167 | $33.8M | $204K |
| 5 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $66K |
