Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan US Equity R5 in their Schedule of Assets, totaling $34.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $17.6M |
| 2 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $7.2M |
| 3 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 520 | $187.4M | $4.5M |
| 4 | CORVIAS CORPORATE SERVICES, LLC CORVIAS SAVINGS & RETIREMENT PLAN | WARWICK RI | 839 | $77.9M | $1.8M |
| 5 | BOB BAKER ENTERPRISES, INC. BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T | CARLSBAD CA | 199 | $16.1M | $807K |
| 6 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $784K |
| 7 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $775K |
| 8 | CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN | SPOKANE WA | 126 | $7.1M | $624K |
| 9 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN | MELBOURNE FL | 206 | $17.5M | $13K |
