Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JP Morgan Equity Income Mutual fund - in their Schedule of Assets, totaling $29.7M 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 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $8.6M |
| 2 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $5.9M |
| 3 | SELECTQUOTE INSURANCE SERVICES SELECTQUOTE RETIREMENT PLAN |
| 3,128 |
| $139.8M |
| $5.3M |
| 4 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LEE COUNTY ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | NORTH FORT MYERS FL | 393 | $55.9M | $4.4M |
| 5 | REPLY, INC. AND ITS U.S. SUBSIDIARIES REPLY, INC. AND ITS U.S. SUBSIDIARIES 401(K) PLAN | CHICAGO IL | 310 | $27.5M | $1.5M |
| 6 | INTERNAP HOLDING LLC HORIZON IQ 401(K) SAVINGS PLAN | NORCROSS GA | 71 | $34.8M | $1.2M |
| 7 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $693K |
| 8 | RENT THE RUNWAY, INC. RENT THE RUNWAY, INC. | BROOKLYN NY | 1,671 | $34.8M | $690K |
| 9 | KEB AMERICA, INC. KEB AMERICA, INC. 401(K) PLAN | SHAKOPEE MN | 125 | $16.2M | $542K |
| 10 | TEAL JONES LUMBER SERVICES, INC. TEAL JONES LUMBER SERVICES, INC. 401(K) PLAN | SUMAS WA | 100 | $9.1M | $524K |
