Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Intrepid Growth R5 in their Schedule of Assets, totaling $3.3M 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 | THE WILLIAMS COMPANIES, INC. BLUE RACER MIDSTREAM 401(K) PLAN | TULSA OK | 213 | $26.2M | $2.1M |
| 2 | BLUE RACER MIDSTREAM, LLC BLUE RACER MIDSTREAM 401(K) PLAN | DALLAS TX | 180 | $20.5M | $1.2M |
