Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 20 *Empower Trust Company, LLC JPmorgan Equity Income in their Schedule of Assets, totaling $75K 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 | JEFFERSON CAPITAL SYSTEMS LLC JEFFERSON CAPITAL SYSTEMS, LLC 401(K) PLAN | COULD MN | 198 | $9.6M | $75K |
