Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan J.P. Morgan Equity Income R6 N/R in their Schedule of Assets, totaling $2.5M 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 | FLAGSHIP CREDIT ACCEPTANCE LLC FLAGSHIP CREDIT ACCEPTANCE LLC 401(K) PLAN | CHADDS FORD PA | 898 | $48.6M | $2.0M |
| 2 | ONESOURCE VIRTUAL, INC. ONESOURCE VIRTUAL, INC. 401(K) PLAN | DALLAS TX | 987 | $52.0M | $501K |