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 Registered Investment companies in their Schedule of Assets, totaling $9.7M 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 | GREAT LAKES CHEESE CO., INC. GREAT LAKES CHEESE CO., INC. 401(K) PLAN AND TRUST | HIRAM OH | 4,370 | $123.5M | $9.2M |
| 2 | FEMG HOLDINGS, LLC FEMG HOLDINGS, LLC 401(K) PLAN | LAND O LAKES FL | 522 | $20.1M | $269K |
| 3 | FRIEDMAN'S HOME IMPROVEMENT FRIEDMAN'S HOME IMPROVEMENT 401(K) PROFIT SHARING PLAN |
PETALUMA CA |
| 376 |
| $26.9M |
| $214K |
