Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J.P. Morgan Equity Income R6 Mutual Fund in their Schedule of Assets, totaling $12.9M 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 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $7.7M |
| 2 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $2.7M |
| 3 | S&K TECHNOLOGIES, INC. S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
ST. IGNATIUS MT |
| 719 |
| $59.0M |
| $2.0M |
| 4 | JOHNNYS PIZZA HOUSE, INC. JOHNNYS PIZZA HOUSE, INC. 401K PROFIT SHARING PLAN | W. MONROE LA | 369 | $5.2M | $370K |
| 5 | FRESH AMERICAN, LLC FRESH AMERICAN, LLC 401(K) PROFIT SHARING PLAN AND TRUST | PITTSFIELD MA | 0 | $7.0M | $29K |
