Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J.P. Morgan J.P. Morgan Equity Income Fund in their Schedule of Assets, totaling $1.5M 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 | MEVION MEDICAL SYSTEMS INC. MEVION MEDICAL SYSTEMS INC. 401(K) PROFIT SHARING PLAN | LITTLETON MA | 143 | $19.6M | $844K |
| 2 | JCM INDUSTRIES, INC. JCM INDUSTRIES, INC. DBA ADVANCE STORAGE PRODUCTS 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 279 | $15.7M | $444K |
| 3 | ORION ENERGY SYSTEMS, INC. |
MANITOWOC AL |
| 203 |
| $11.6M |
| $176K |
| 4 | PATRIOT AMBULANCE INC. PATRIOT AMBULANCE INC. 401(K) PROFIT SHARING PLAN & TRUST | CHELMSFORD MA | 75 | $4.4M | $42K |
| 5 | RIVERSBEND REHABILITATION, INC. RIVERSBEND REHABILITATION, INC. 401(K) PLAN | BAY CITY MI | 98 | $5.7M | $3K |
