Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding JP Morgan Equity Income Fund Mutual fund in their Schedule of Assets, totaling $38.3M 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 | PILOT CATASTROPHE SERVICES INC PILOT CATASTROPHE SERVICES, INC. 401(K) PROFIT SHARING PLAN | MOBILE AL | 38,639 | $155.2M | $6.1M |
| 2 | PAR PETROLEUM LLC PAR PETROLEUM LLC SAVINGS PLAN | HOUSTON TX | 1,774 | $247.9M | $5.4M |
| 3 | BIG-D CORPORATION BIG-D 401K BUILD PLAN |
SALT LAKE CITY UT |
| 1,896 |
| $113.8M |
| $4.3M |
| 4 | BOSTON HEALTHCARE FOR HOMELESS PROGRAM, INC. BOSTON HEALTHCARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | BOSTON MA | 718 | $34.5M | $2.9M |
| 5 | STOCKBRIDGE CAPITAL GROUP, LLC STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN | SAN FRANCISCO CA | 164 | $56.8M | $2.3M |
| 6 | BOSTON HEALTHCARE FOR HOMELESS BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN | BOSTON MA | 432 | $22.0M | $1.9M |
| 7 | THE FORT MILLER GROUP, INC. THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN | SCHUYLERVILLE NY | 505 | $81.4M | $1.8M |
| 8 | SHEET METAL WORKERS LOCAL 33 SHEET METAL WORKERS' LOCAL 33 PROFIT SHARING ANNUITY PLAN | PARMA OH | 3,973 | $176.5M | $1.7M |
| 9 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $1.6M |
| 10 | THE UNIVERSITY CORPORATION THE UNIVERSITY CORPORATION 403(B) PLAN | NORTHRIDGE CA | 409 | $13.8M | $1.4M |
