Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P. Morgan JPMorgan Equity Income Fund R6 in their Schedule of Assets, totaling $336K 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 | HYBE AMERICA INC. HYBE AMERICA INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 222 | $10.1M | $224K |
| 2 | AMTEL, LLC CONNECTIVITY SOURCE 401(K) PLAN | HOUSTON TX | 878 | $5.1M | $96K |
| 3 | LIPSEY COMMUNICATIONS, LLC CONNECTIVITY SOURCE 401(K) PLAN |
HOUSTON TX |
| 547 |
| $1.5M |
| $16K |
