Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Equity Income Fund R6 Mutual fund in their Schedule of Assets, totaling $8.2M 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 | ACCUWEATHER, INC. ACCUWEATHER 401(K) PLAN | STATE COLLEGE PA | 387 | $45.9M | $2.3M |
| 2 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $1.7M |
| 3 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN |
EXTON PA |
| 158 |
| $23.8M |
| $1.7M |
| 4 | ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | LOUISVILLE KY | 715 | $117.9M | $1.1M |
| 5 | KEELER MOTOR CAR CO LIMITED KEELER MOTOR CAR CO LIMITED 401(K) PROFIT SHARING PLAN AND TRUST | LATHAM NY | 0 | $0 | $839K |
| 6 | ALMADEN PRESS & PUBLISHING, LLC. ALMADEN 401(K) PLAN | SANTA CLARA CA | 154 | $7.8M | $223K |
| 7 | BROWN & BIGELOW INC. THE BROWN & BIGELOW, INC. TAX DEFERRAL SAVINGS PLAN | MENDOTA HEIGHTS MN | 153 | $10.5M | $209K |
| 8 | ROEBBELEN MANAGEMENT, INC. ROEBBELEN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 196 | $31.6M | $108K |
| 9 | DIGGING & RIGGING, INC. DIGGING & RIGGING 401(K) PROFIT SHARING PLAN | MOUNT AIRY MD | 187 | $13.0M | $77K |
