Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding JP Morgan Equity Income R6 Fd in their Schedule of Assets, totaling $64.6M 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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $28.1M |
| 2 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $11.2M |
| 3 | DARLING INGREDIENTS INC. |
IRVING TX |
| 109 |
| $81.1M |
| $5.0M |
| 4 | BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 137 | $19.4M | $4.1M |
| 5 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $2.2M |
| 6 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $2.1M |
| 7 | CHENMED, LLC CHENMED, LLC 401(K) PLAN | MIAMI GARDENS FL | 4,572 | $217.8M | $1.8M |
| 8 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $1.2M |
| 9 | WILSON CREEK ENERGY, LLC CORSA COAL NAPP DIVISION 401(K) RETIREMENT SAVINGS PLAN | FRIEDENS PA | 375 | $32.6M | $1.2M |
| 10 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH 403(B) PLAN | ALAMOSA CO | 783 | $36.8M | $1.2M |
