Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding J.P. Morgan Equity Income R6 # in their Schedule of Assets, totaling $12.4M 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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $6.3M |
| 2 | COMMUNITY CREDIT UNION OF FLORIDA COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST | ROCKLEDGE FL | 118 | $32.6M | $1.7M |
| 3 | BRUNSWICK GROUP, LLC |
NEW YORK NY |
| 386 |
| $89.5M |
| $930K |
| 4 | PUBLIX EMPLOYEES FEDERAL CREDIT UNION PUBLIX EMPLOYEES FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST | LAKELAND FL | 259 | $18.1M | $707K |
| 5 | ERBE USA, INCORPORATED ERBE USA, INCORPORATED 401(K) PLAN | MARIETTA GA | 245 | $33.1M | $695K |
| 6 | HOWARD CENTER RETIREMENT PLAN FOR EMPLOYEES OF HOWARDCENTER | BURLINGTON VT | 1,333 | $110.3M | $458K |
| 7 | USA BOUQUET LLC USA BOUQUET LLC 401(K) PLAN | MIAMI FL | 175 | $4.5M | $444K |
| 8 | ECR INTERNATIONAL, INC. ECR INTERNATIONAL, INC. 401(K) AND PROFIT SHARING PLAN | UTICA NY | 75 | $25.8M | $428K |
| 9 | CAROLINAS TELCO FEDERAL CREDIT UNION CAROLINAS TELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | CHARLOTTE NC | 83 | $13.9M | $349K |
| 10 | ELY-BLOOMENSON COMMUNITY HOSPITAL ELY-BLOOMENSON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | ELY MN | 134 | $12.6M | $278K |
