Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan - JPMorgan Equity Income Fund Class I Mutual fund in their Schedule of Assets, totaling $320K 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 | MOVEMENT FOR LIFE, INC. MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 194 | $15.3M | $320K |
