Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Strategic Income Opports R5 Mutual Fund - in their Schedule of Assets, totaling $248K 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 | TALBERT BUILDING SUPPLY, INC. TALBERT BUILDING SUPPLY 401(K) PLAN AND TRUST | ROXBORO NC | 198 | $8.8M | $134K |
| 2 | SEACOAST MOTORCYCLES, INC. SEACOAST MOTORCYCLES, INC. RETIREMENT PLAN | NORTH HAMPTON NH | 95 | $8.0M | $114K |
