Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan US Equity Fund R5 Mutual Fund in their Schedule of Assets, totaling $668K 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 | EXPONENTIAL INTERACTIVE, INC. EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN | EMERYVILLE CA | 95 | $21.7M | $668K |
