Jpmorgan Equity Income Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $17.0M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
70
Reported interest (EOY)
$17.0M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: Jpmorgan Equity Income Fund, Jpmorgan Equity Income, Jpmorgan Equity Income FD, Jpmorgan Equity Income Class R6 - A, Jpmorgan Equity Income I. Counts combine all variants of the same investment.
Plans holding Jpmorgan Equity Income Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $5.0M |
| 2 | KOHRS LONNEMANN HEIL ENGINEERS, INC. KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | FORT THOMAS KY | 117 | $20.2M | $2.4M |
| 3 | RICHARDSON INDUSTRIES, INC. RICHARDSON INDUSTRIES, INC. 401(K) PLAN | SHEBOYGAN FALLS WI | 199 | $18.8M | $1.4M |
| 4 | GRENADIER REALTY CORP GRENADIER REALTY CORP. 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 80 | $13.5M | $1.2M |
| 5 | GRENADIER REALTY MANAGEMENT LLC GRM LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 116 | $8.9M | $843K |
| 6 | LADIES & GENTLEMEN HAIR STYLISTS, INC. LADIES & GENTLEMEN HAIR STYLISTS, INC. 401(K) PLAN | MENTOR OH | 156 | $5.0M | $672K |
| 7 | J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE MI | 142 | $15.4M | $577K |
| 8 | TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW MI | 190 | $6.5M | $551K |
| 9 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $443K |
| 10 | PRN HEALTH SERVICES, INC. PRN HEALTH SERVICES, INC. 401(K) PLAN | LITTLE CHUTE WI | 1,036 | $14.7M | $403K |
See all 70 plans holding Jpmorgan Equity Income Fund
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