Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Asset Management JPMorgan Equity Income R6 in their Schedule of Assets, totaling $963K 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 | STEIN ERIKSEN LODGE STEIN ERIKSEN LODGE 401(K) RETIREMENT SAVINGS PLAN | PARK CITY UT | 458 | $20.8M | $756K |
| 2 | CLEARBROOK HOLDINGS CORP CLEARBROOK HOLDINGS CORP 401(K) PLAN | NASHVILLE TN | 667 | $8.3M | $190K |
| 3 | FORTUNE ENTERPRISE HOLDINGS INC. FORTUNE ENTERPRISE HOLDINGS INC. 401K PLAN |
POMONA CA |
| 2,423 |
| $1.6M |
| $17K |
