Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 26 Empower Trust Company, LLC JPMorgan Equity Income Fund in their Schedule of Assets, totaling $53K 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 CHICAGO CHRISTIAN SCHOOL ASSOCIATION CCS EMPLOYEE RETIREMENT PLAN | PALOS HEIGHTS IL | 143 | $4.0M | $53K |
