Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Equity Income R6 Fund Interest in registered investment companies XX in their Schedule of Assets, totaling $16.4M 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 | VALIANT INTEGRATED SERVICES LLC VALIANT INTEGRATED SERVICES 401(K) PLAN | HERNDON VA | 3,714 | $271.4M | $16.4M |
