Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan 20,807 Shares Equity Income Fund R6 in their Schedule of Assets, totaling $410K 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 | ETHOS HOLDING CORP. ETHOS HOLDING CORP 401K & PROFIT SHARING PLAN | NEWPORT KY | 206 | $5.4M | $410K |
