Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding JP morgan Equity Income R6 in their Schedule of Assets, totaling $371.3M 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 | ACRISURE, LLC ACRISURE 401(K) SAVINGS PLAN | GRAND RAPIDS MI | 12,249 | $1.1B | $104.3M |
| 2 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $48.6M |
| 3 | QORVO US, INC. QORVO 401(K) PLAN |
| 4,547 |
| $1.2B |
| $34.3M |
| 4 | KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO IL | 1,113 | $793.3M | $29.6M |
| 5 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $20.0M |
| 6 | SGS NORTH AMERICA INC. SGS NORTH AMERICA INC. 401(K) PLAN | BLOOMFIELD NJ | 3,493 | $319.3M | $18.6M |
| 7 | VERINT SYSTEMS INC. VERINT SYSTEMS INC. 401(K) SAVINGS PLAN | MELVILLE NY | 1,385 | $415.4M | $10.5M |
| 8 | ENSONO, LP THE ENSONO 401(K) PLAN | DOWNERS GROVE IL | 1,452 | $198.8M | $6.9M |
| 9 | VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL NJ | 1,218 | $289.3M | $6.9M |
| 10 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $5.5M |
