Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company JPMorgan Equity Income Fund Class R6 in their Schedule of Assets, totaling $768K 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 | BANE-WELKER EQUIPMENT, LLC BANE-WELKER EQUIPMENT, LLC 401(K) PLAN | LADOGA IN | 279 | $17.9M | $768K |
