Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J.P. Morgan JPMorgan Equity Income Fund; Class R6 in their Schedule of Assets, totaling $4.3M 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 | LASKO PRODUCTS, LLC LASKO PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | WEST CHESTER PA | 889 | $78.1M | $2.6M |
| 2 | AMERICAN BAR ASSOCIATION THRIFT PLAN FOR EMPLOYEES OF THE AMERICAN BAR ASSOCIATION AND AFFILIATES | CHICAGO IL | 1,259 | $211.7M | $1.0M |
| 3 | HI-TECH MOLD & ENGINEERING, INC. |
ROCHESTER HILLS MI |
| 515 |
| $35.7M |
| $533K |
| 4 | OMEGA THERAPEUTICS, INC. OMEGA THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 41 | $11.8M | $68K |
| 5 | LASKO PRODUCTS, LLC LASKO PRODUCTS UNION 401(K) RETIREMENT PLAN | WEST CHESTER PA | 132 | $2.4M | $53K |
