Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investments Equity Income Fund Select Class I in their Schedule of Assets, totaling $235K 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 | G. A. BRAUN INCORPORATED G. A. BRAUN INCORPORATED 401(K) PLAN | SYRACUSE NY | 238 | $18.1M | $235K |
