Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Equity Income Fund Registered investment company in their Schedule of Assets, totaling $12.4M 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 | NORTHWEST KIDNEY CENTERS NORTHWEST KIDNEY CENTERS TAX DEFERRED 401(K) PLAN AND TRUST | SEATAC WA | 780 | $126.1M | $7.5M |
| 2 | DULCICH, INC. DBA PACIFIC SEAFOOD GROUP PACIFIC SEAFOOD GROUP 401(K) PROFIT SHARING PLAN | CLACKAMAS OR | 2,470 | $109.9M | $4.9M |
| 3 | NORTHWESTERN INDIANA TELEPHONE COMPANY |
HEBRON IN |
| 124 |
| $6.9M |
| $61K |
