Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Equity Income A in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $3.7M |
| 2 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $492K |
| 3 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN |
HOBOKEN NJ |
| 216 |
| $2.8M |
| $256K |
