Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Chase JP Morgan Equity Income R6 in their Schedule of Assets, totaling $1.4M 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 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 174 | $11.9M | $672K |
| 2 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 157 | $10.0M | $586K |
| 3 | AJM PACKAGING CORPORATION AJM PACKAGING CORPORATION 401(K) PLAN |
BLOOMFIELD HILLS MI |
| 4,050 |
| $43.6M |
| $184K |
