Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Jp Morgan Equity Income R6 Fd Mutual Fund in their Schedule of Assets, totaling $15.6M 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 | CORPAY, INC. CORPAY, INC. 401(K) SAVINGS PLAN | COVINGTON LA | 4,269 | $275.0M | $9.9M |
| 2 | COLONY BANKCORP, INC. COLONY BANKCORP, INC. 401(K) PLAN | ALBANY GA | 483 | $34.3M | $2.1M |
| 3 | UNITED DAIRYMEN OF ARIZONA UDA 401(K) PLAN | TEMPE |
| 332 |
| $36.5M |
| $1.2M |
| 4 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $1.1M |
| 5 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $744K |
| 6 | READY FOODS, INC. READY FOODS, INC. EMPLOYEES SAVINGS PLAN | DENVER CO | 200 | $18.0M | $237K |
| 7 | BLACK MOUNTAIN MANAGEMENT, LLC BLACK MOUNTAIN MANAGEMENT, LLC 401(K) | FORT WORTH TX | 356 | $10.7M | $167K |
| 8 | E & A WELDING & OILFIELD SERVICE, INC. E & A WELDING & OILFIELD SERVICE, INC. 401(K) PROFIT SHARING PLAN | ODESSA TX | 117 | $2.1M | $73K |
