Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding J.P. Morgan Equity Income Fund Class R6 in their Schedule of Assets, totaling $31.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVISION COMMUNICATIONS INC. UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN | TEANECK NJ | 3,585 | $529.2M | $21.0M |
| 2 | CABINETWORKS GROUP, INC. CABINETWORKS GROUP 401(K) PLAN | THE COLONY TX | 6,374 | $367.6M | $7.7M |
| 3 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN |
PLYMOUTH MEETING PA |
| 1,233 |
| $49.3M |
| $2.3M |
| 4 | SIGMAPHARM LABORATORIES, LLC SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BENSALEM PA | 85 | $12.9M | $256K |
