Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Income Builder Fund in their Schedule of Assets, totaling $145K 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 | RENEWAL INC. RENEWAL, INC. MONEY PURCHASE PENSION PLAN | PITTSBURGH PA | 110 | $9.9M | $145K |
