Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 79 retirement plans report an interest in this investment, totaling $19.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Jpmorgan Equity Income Fund, Jpmorgan Equity Income, Jpmorgan Equity Income FD, Jpmorgan Equity Income Fund Class R, Jpmorgan Equity Income I, Jpmorgan Equity Income Class R6 - A. Counts combine all variants of the same investment.
| # | 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 | 180 | $19.0M | $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 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $761K |
| 7 | LADIES & GENTLEMEN HAIR STYLISTS, INC. LADIES & GENTLEMEN HAIR STYLISTS, INC. 401(K) PLAN | MENTOR OH | 156 | $5.0M | $672K |
| 8 | J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE MI | 142 | $15.4M | $577K |
| 9 | TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW MI | 190 | $6.5M | $551K |
| 10 | JST CORPORATION JST CORPORATION 401(K) PLAN | WAUKEGAN IL | 366 | $41.6M | $545K |
