Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Equity Income R6 Pooled Separate Account in their Schedule of Assets, totaling $1.9M 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 | ABILITYPATH ABILITYPATH 401(K) PLAN | REDWOOD CITY CA | 224 | $12.1M | $1.1M |
| 2 | DEALER MANAGEMENT SERVICES, INC. DMS 401(K) PLAN | CINCINNATI OH | 288 | $7.2M | $749K |
| 3 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT |
| 1,645 |
| $27.6M |
| $56K |
