Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding (CL)JPMorgan Equity Income R6 JPMorgan 0 in their Schedule of Assets, totaling $4.1M 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 | ARACA MERCHANDISE L.P. ARACA 401(K) SAVINGS & RETIREMENT PLAN | NEW YORK NY | 145 | $9.7M | $3.0M |
| 2 | DON AYRES PONTIAC, INC DON AYRES PONTIAC, INC 401(K) PLAN | FT. WAYNE IN | 133 | $8.7M | $691K |
| 3 | INLAND COMPANIES, INC. INLAND COMPANIES, INC. 401(K) PLAN |
MILWAUKEE WI |
| 211 |
| $5.1M |
| $209K |
| 4 | LAVAZZA NORTH AMERICA, INC. LAVAZZA PROFESSIONAL NORTH AMERICA, LLC 401K PLAN | WEST CHESTER PA | 380 | $35.2M | $136K |
| 5 | SECUREKLOUD TECHNOLOGIES INC SECUREKLOUD TECHNOLOGIES INC 401(K) PLAN | PLEASANTON CA | 87 | $4.1M | $11K |
