Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding J.P. Morgan Equity Income Fund # in their Schedule of Assets, totaling $26.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASTEC INDUSTRIES, INC. ASTEC INDUSTRIES, INC. 401(K) RETIREMENT PLAN | CHATTANOOGA TN | 3,173 | $350.1M | $9.5M |
| 2 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $6.4M |
| 3 | WYATT, TARRANT & COMBS, LLP |
LOUISVILLE KY |
| 188 |
| $125.0M |
| $6.1M |
| 4 | LUMENIS BE, INC. LUMENIS BE, INC. 401(K) PLAN | SAN JOSE CA | 386 | $32.6M | $2.1M |
| 5 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL RESULTS BASED PENSION PLAN | PONTIAC MI | 2,224 | $58.9M | $700K |
| 6 | CORNERSTONE SYSTEMS, INC. CORNERSTONE SYSTEMS, INC. 401(K) PLAN | MEMPHIS TN | 174 | $19.0M | $684K |
| 7 | HAYNES FURNITURE COMPANY, INC. HAYNES FURNITURE COMPANY RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 409 | $15.0M | $331K |
| 8 | BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS CA | 168 | $22.2M | $208K |
| 9 | LANZEN, INC. LANZEN, INC. 401(K) PLAN | ROMEO MI | 171 | $19.8M | $70K |
| 10 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $68K |
