Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Annuity Company Voya Retirement Insurance and * JPMorgan Equity Income Fund in their Schedule of Assets, totaling $223K 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 | WESTMINSTER VILLAGE WEST LAFAYETTE, INC. WESTMINSTER VILLAGE WEST LAFAYETTE INC. 401(K) PLAN | WEST LAFAYETTE IN | 191 | $4.6M | $223K |
