Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income R5 in their Schedule of Assets, totaling $4.0M 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 | MORSE GROUP, PLLC MORSE GROUP, PLLC EMPLOYEE 401K TRUST | SOUTHFIELD MI | 198 | $15.1M | $1.3M |
| 2 | ACUITY, INC. ACUITY, INC. 401(K) PLAN | RESTON VA | 293 | $54.0M | $936K |
| 3 | Q INTERNATIONAL COURIER, LLC Q INTERNATIONAL COURIER, LLC 401(K) PROFIT SHARING PLAN |
JAMAICA NY |
| 442 |
| $38.1M |
| $760K |
| 4 | PRISM MARITIME, LLC PRISM MARITIME, LLC RETIREMENT TRUST | CHESAPEAKE VA | 353 | $26.2M | $435K |
| 5 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $329K |
| 6 | HARBER-LAMAN, LLC HARBER-LAMAN MANAGEMENT COMPANY 401(K) PLAN | ALAMO TN | 306 | $4.3M | $155K |
| 7 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $97K |
| 8 | COMMUNITY NURSES, INC. PENN HIGHLANDS HEALTHCARE 401K PLAN | ST MARYS PA | 118 | $5.5M | $40K |
