Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Equity Income R6 Fund Mutual fund N/A in their Schedule of Assets, totaling $1.5M 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 | MD HELICOPTERS, LLC MD HELICOPTERS, LLC VOLUNTARY INVESTMENT PLAN | MESA AZ | 189 | $25.9M | $1.4M |
| 2 | CROSSROADS TRAILER SALES & SERVICE, INC. CROSSROADS TRAILER SALES & SERVICE, INC. 401(K) EMPLOYEE SAVINGS & | ALBERT LEA MN | 122 | $10.5M | $14K |
