Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding JP Morgan Equity Income Fund Class- R6 in their Schedule of Assets, totaling $41.1M 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 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $22.9M |
| 2 | TORAY PLASTICS AMERICA, INC. TORAY 401(K) SAVINGS PLAN | NORTH KINGSTOWN RI | 1,828 | $358.1M | $8.3M |
| 3 | CHARLES PANKOW BUILDERS, LTD. |
PASADENA CA |
| 157 |
| $64.9M |
| $1.5M |
| 4 | HILLSIDE CHILDREN'S CENTER HILLSIDE CHILDREN'S CENTER 403(B) PLAN | ROCHESTER NY | 1,647 | $105.5M | $1.5M |
| 5 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $1.4M |
| 6 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $1.3M |
| 7 | BRADFORD SOAP INTERNATIONAL, INC. BRADFORD SOAP INTL, INC. RETIREMENT SAVINGS & P/S PLAN | WEST WARWICK RI | 254 | $16.8M | $1.2M |
| 8 | BRADY TRANE SERVICE, INC. BRADY TRANE SERVICE, INC. 401(K) PLAN AND TRUST | GREENSBORO NC | 442 | $43.2M | $675K |
| 9 | CORLE BUILDING SYSTEMS, INC. CORLE BUILDING SYSTEMS 401(K) PROFIT SHARING PLAN | IMLER PA | 219 | $7.4M | $507K |
| 10 | HBPO NORTH AMERICA, INC. HBPO NORTH AMERICA, INC. 401(K) PLAN | TROY MI | 192 | $8.6M | $500K |
