Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Asset Management JPMorgan Equity Income Fund N/R in their Schedule of Assets, totaling $2.0M 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 | EAM-MOSCA CORPORATION EAM-MOSCA CORPORATION 401(K) PLAN | HAZLE TOWNSHIP PA | 233 | $37.7M | $2.0M |
