Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investment Management, Inc. J.P. Morgan Equity Income Fund in their Schedule of Assets, totaling $3.1M 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 | BRISTOW GROUP INC. BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | HOUSTON TX | 618 | $189.5M | $3.1M |
