Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan J.P. Morgan Equity Income R6 in their Schedule of Assets, totaling $1.6M 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 | CENTRA CREDIT UNION CENTRA CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS IN | 417 | $24.9M | $1.6M |
