Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding JP Morgan Equity Income R6 Fund # in their Schedule of Assets, totaling $174.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LABORATORY CORPORATION OF AMERICA HOLDINGS LABORATORY CORPORATION OF AMERICA HOLDINGS 401(K) SAVINGS PLAN | BURLINGTON NC | 50,677 | $4.5B | $134.3M |
| 2 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $18.8M |
| 3 | EASTERN RADIOLOGISTS, INC. |
GREENVILLE NC |
| 216 |
| $132.5M |
| $5.9M |
| 4 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $2.8M |
| 5 | MODERN AUTOMOTIVE NETWORK, LLC MODERN AUTOMOTIVE NETWORK 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 980 | $26.0M | $1.8M |
| 6 | PLEASANTS CONSTRUCTION, INC THE PLEASANT COMPANIES 401(K) PLAN AND TRUST | CLARKSBURG MD | 762 | $24.2M | $1.5M |
| 7 | HAVER ANALYTICS, INC. HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | NEW YORK NY | 104 | $49.8M | $1.2M |
| 8 | GREATER SPRINGFIELD SENIOR SERVICES GREATER SPRINGFIELD SENIOR SERVICES 403(B) THRIFT PLAN | SPRINGFIELD MA | 230 | $12.9M | $1.0M |
| 9 | ROTECH HEALTHCARE INC. ROTECH HEALTHCARE INC. 401(K) SAVINGS PLAN | ORLANDO FL | 3,273 | $74.7M | $946K |
| 10 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH MONEY PURCHASE PLAN | ALAMOSA CO | 649 | $18.3M | $926K |
