Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $36.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Jpmorgan Equity Income Fund R6, Jpmorgan Equity Income R6, Jpmorgan Equity Income FD R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STS OPERATING, INC. SUNSOURCE SAVINGS AND INVESTMENT PLAN | ADDISON IL | 1,124 | $167.5M | $9.9M |
| 2 | STAFF LEASING INC AND AFFILIATES STAFF LEASING RETIREMENT SAVINGS PLAN | N SYRACUSE NY | 1,144 | $70.2M | $5.8M |
| 3 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN | MENDOTA HEIGHTS MN | 1,029 | $129.0M | $2.9M |
| 4 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN PA | 128 | $12.6M | $2.4M |
| 5 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $2.1M |
| 6 | NTT GLOBAL DATA CENTERS AMERICAS, INC. NTT GLOBAL DATA CENTERS AMERICAS, INC. 401(K) PLAN | SACRAMENTO CA | 860 | $55.7M | $2.0M |
| 7 | BWS LEASING INC. BWS LEASING INC. EMPLOYEE 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 369 | $24.0M | $1.6M |
| 8 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $1.5M |
| 9 | CTC AMERICAS, INC. CTC AMERICAS 401(K) PLAN | WILTON CT | 705 | $69.5M | $1.3M |
| 10 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $1.3M |
