Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Strategic Income Opportunities Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $57K 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 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 385 | $71.5M | $36K |
| 2 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $11K |
| 3 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN |
| 429 |
| $62.5M |
| $11K |
