Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Strategic Income Opports R5 in their Schedule of Assets, totaling $380K 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 | STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM NC | 408 | $15.0M | $229K |
| 2 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $101K |
| 3 | SNOWDEN CAPITAL ADVISORS LLC |
NEW YORK NY |
| 146 |
| $21.2M |
| $50K |
