Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding JP Morgan: Equity Income Fund R6 in their Schedule of Assets, totaling $34.7M 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 | TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN | NASHVILLE TN | 1,407 | $236.6M | $7.2M |
| 2 | COOK & BOARDMAN GROUP, LLC THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN | WINSTON SALEM NC | 2,933 | $120.1M | $4.9M |
| 3 | HKS, INC. HKS, INC. 401(K) PLAN |
DALLAS TX |
| 1,328 |
| $290.9M |
| $4.2M |
| 4 | ATHLETICO, LTD. ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN | OAK BROOK IL | 9,048 | $410.3M | $3.6M |
| 5 | FOUR SEASONS ENVIRONMENTAL, INC. FOUR SEASONS ENVIRONMENTAL, INC. 401(K) PLAN | MONROE OH | 383 | $38.9M | $2.7M |
| 6 | SECUR-SERV INC. SECUR-SERV 401(K) PLAN | OMAHA NE | 409 | $68.9M | $2.0M |
| 7 | BREMER WHYTE BROWN OMEARA LLP BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS NV | 305 | $19.1M | $2.0M |
| 8 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $1.7M |
| 9 | WOODBURY CORPORATION WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 957 | $19.9M | $1.2M |
| 10 | POMS & ASSOCIATES INSURANCE BROKERS, LLC POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN | CALABASAS CA | 110 | $29.9M | $1.1M |
