Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding JP Morgan: Equity Income Fund in their Schedule of Assets, totaling $273.3M 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 | AMERICAN WATER WORKS COMPANY, INC. SAVS PL FOR EMPS OF AMER WTR WKS CO INC & ITS DESIG SUBS | CAMDEN NJ | 6,721 | $1.4B | $68.7M |
| 2 | PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. EMPLOYEE SAVINGS PLAN | PITTSBURGH PA | 11,668 | $4.3B | $57.0M |
| 3 | FIELDALE FARMS CORPORATION |
BALDWIN GA |
| 4,655 |
| $164.2M |
| $16.1M |
| 4 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $15.1M |
| 5 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN | NEWPORT NEWS VA | 10,238 | $463.2M | $9.9M |
| 6 | THE DISPATCH PRINTING COMPANY THE DISPATCH PRINTING CO. & ASSOC. ERS 401(K) PLAN | COLUMBUS OH | 17 | $60.8M | $8.9M |
| 7 | MODERNATX, INC. MODERNATX, INC. 401(K) PLAN | CAMBRIDGE MA | 4,822 | $501.7M | $7.8M |
| 8 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $6.2M |
| 9 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $6.0M |
| 10 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $5.1M |
