Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Jp Morgan Equity Income R6 Mutual fund in their Schedule of Assets, totaling $100.8M 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 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $33.1M |
| 2 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $20.2M |
| 3 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN |
EDINA MN |
| 38,828 |
| $347.2M |
| $7.7M |
| 4 | SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA GA | 524 | $266.4M | $4.5M |
| 5 | NEXANS USA INC. NEXANS USA INC. 401K RETIREMENT SAVINGS PLAN | GOOSE CREEK SC | 598 | $112.4M | $3.7M |
| 6 | NOVUS, INC. NOVUS, INC. CODA PROFIT SHARING PLAN | GUAYNABO PR | 373 | $16.4M | $3.5M |
| 7 | MOZILLA CORPORATION MOZILLA CORPORATION 401(K) PLAN | SAN FRANCISCO CA | 624 | $217.2M | $2.6M |
| 8 | TRAC INTERMODAL TRAC INTERMODAL RETIREMENT SAVINGS PLAN | PRINCETON NJ | 526 | $95.3M | $2.1M |
| 9 | CANYON CREEK CABINET COMPANY CANYON CREEK CABINET COMPANY RETIREMENT SAVINGS TRUST | MONROE WA | 290 | $17.1M | $2.1M |
| 10 | NEXEO PLASTICS, LLC NEXEO PLASTICS, LLC EMPLOYEE SAVINGS PLAN | THE WOODLANDS TX | 308 | $64.7M | $2.0M |
