Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding GM JPMorgan Equity Income R6 JP Morgan 0 in their Schedule of Assets, totaling $3.5M 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 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $1.3M |
| 2 | CARREFOUR ASSOCIATES L.L.C CARREFOUR ASSOCIATES LLC P/S 401K PLAN | TULSA OK | 639 | $26.4M | $777K |
| 3 | MIDWAY STAR SALON SERVICES LLC STARS COMPANIES RETIREMENT PLAN |
POMPANO BEACH FL |
| 181 |
| $16.0M |
| $774K |
| 4 | AFTER HOURS PEDIATRICS, PC AFTER HOURS PEDIATRICS 401(K) PLAN | ALBUQUERQUE NM | 112 | $9.9M | $583K |
