Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Equity Income Fund Class R5 " in their Schedule of Assets, totaling $10.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $4.9M |
| 2 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $4.0M |
| 3 | RIDGEWAY PLUMBING, INC. RIDGEWAY PLUMBING, INC. 401(K) PROFIT SHARING PLAN |
BOYTON BEACH FL |
| 645 |
| $28.1M |
| $1.0M |
| 4 | SCARINCI & HOLLENBECK, LLC SCARINCI & HOLLENBECK, LLC 401(K) PLAN | LITTLE FALLS NJ | 95 | $11.2M | $344K |
| 5 | ECONOMIC OPPORTUNITY AGENCY OF WASHINGTON COUNTY, INC. EOA OF WASHINGTON COUNTY 401(K) RETIREMENT PLAN | SPRINGDALE AR | 73 | $2.5M | $49K |
