Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Equity Income Fund, Class R4 Registered Investment Companies in their Schedule of Assets, totaling $1.1M 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 | LENFEST ENTERPRISES, LLC LENFEST ENTERPRISES RETIREMENT PLAN | PLYMOUTH MEETING PA | 158 | $21.5M | $1.1M |
