Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Equity Income R6 Fund Mutual fund - in their Schedule of Assets, totaling $23.9M 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 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $7.2M |
| 2 | TNS INC TNS 401(K) RETIREMENT SAVINGS PLAN | RESTON VA | 571 | $145.9M | $6.8M |
| 3 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN |
SUNNYVALE CA |
| 585 |
| $62.0M |
| $3.8M |
| 4 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN | COLUMBUS IN | 613 | $33.2M | $2.2M |
| 5 | CREGGER COMPANY, INC. CREGGER CO., INC. 401(K) | IRMO SC | 949 | $53.6M | $1.8M |
| 6 | EMPRES HEALTHCARE, INC. EDEN HOME SERVICES 401(K) PLAN | VANCOUVER WA | 1,019 | $21.7M | $594K |
| 7 | ATS ESOP HOLDINGS, INC. ATS 401(K) PLAN | RESTON VA | 571 | $102.6M | $544K |
| 8 | EURONET WORLDWIDE, INC. EURONET WORLDWIDE, INC. 401(K) PLAN | LEAWOOD KS | 360 | $71.1M | $333K |
| 9 | PALADIN CAPITAL, INC. DISTRIBUTING SERVICES 401(K) PLAN | NASHVILLE TN | 954 | $26.1M | $248K |
| 10 | MOODY NATIONAL MANAGEMENT, LP MOODY NATIONAL MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 719 | $11.7M | $180K |
