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 R6 Mutual Fund - in their Schedule of Assets, totaling $2.5M 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 | JUDSON JUDSON NON-UNION 403(B) PLAN | CLEVELAND OH | 378 | $10.7M | $1.3M |
| 2 | CONSOLIDATED SUPPLY CO., INC. CONSOLIDATED SUPPLY CO., INC. EMPLOYEE RETIREMENT PLAN | OMAHA NE | 349 | $22.2M | $1.2M |
| 3 | NUCERA SOLUTIONS, LLC NUCERA 401(K) PLAN |
| 63 |
| $10.6M |
| $42K |
| 4 | M2GEN, CORP. M2GEN 401(K) PLAN | HUDSON FL | 0 | $2.7M | $7K |
| 5 | ENBI ROCHESTER, INC. ENBI 401(K) PLAN | ROCHESTER NY | 115 | $10.6M | $6K |
