Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Equity Income R6 Fund Registered investment company # in their Schedule of Assets, totaling $2.0M 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 | BLUE STONE THERAPY, INC. BLUE STONE THERAPY 401(K) PLAN | URBANDALE IA | 796 | $7.7M | $645K |
| 2 | SAES GETTERS USA, INC. SAES GETTERS 401(K) PLAN | COLORADO SPRINGS CO | 95 | $29.7M | $412K |
| 3 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. |
QUAKER HILL CT |
| 155 |
| $11.2M |
| $412K |
| 4 | HAAS DOOR COMPANY NOFZIGER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | WAUSEON OH | 430 | $25.1M | $409K |
| 5 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $91K |
