Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nationwide JPMorgan Equity Income Fund Class R5 - in their Schedule of Assets, totaling $561K 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 | SOUTHWEST TRANSPLANT ALLIANCE SOUTHWEST TRANSPLANT ALLIANCE 401(A) RETIREMENT PLAN | DALLAS TX | 388 | $16.8M | $517K |
| 2 | EYESIGHT HOLDING CO., LLC EYESIGHT HOLDING CO., LLC 401(K) PLAN | FT. WORTH TX | 681 | $12.4M | $44K |
