Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Strategic Income Opportunities Fund R5 in their Schedule of Assets, totaling $4K 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 | ISON FAMILY RESTAURANTS ISON FAMILY RESTAURANTS 401(K) PLAN | BLUE ASH OH | 35 | $2.8M | $4K |
