Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Asset Management JP Morgan Equity Income R6 in their Schedule of Assets, totaling $97K 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 | WELLPOINT CARE NETWORK WELLPOINT CARE NETWORK 403(B) RETIREMENT PLAN | MILWAUKEE WI | 324 | $26.9M | $85K |
| 2 | PATHWAYS TO HOUSING DC PATHWAYS TO HOUSING DC 403(B) GROUP RETIREMENT PLAN | WASHINGTON DC | 135 | $2.8M | $12K |
