Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JP morgan Equity Income R6 Registered Investment Company in their Schedule of Assets, totaling $102.5M 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 | IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 7,788 | $1.6B | $37.8M |
| 2 | NICE SYSTEMS, INC. NICE SYSTEMS, INC. 401(K) PLAN | HOBOKEN NJ | 3,290 | $545.1M | $21.7M |
| 3 | COLUMBIA SPORTSWEAR COMPANY COLUMBIA SPORTSWEAR COMPANY 401(K) PLAN |
PORTLAND OR |
| 4,412 |
| $462.1M |
| $13.8M |
| 4 | TOUCHPOINT, INC. TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN | CONCORDVILLE PA | 777 | $149.8M | $7.7M |
| 5 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $3.8M |
| 6 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP RETIREMENT PLAN | KANSAS CITY MO | 401 | $108.6M | $2.9M |
| 7 | DODGE CONSTRUCTION NETWORK LLC DODGE CONSTRUCTION NETWORK 401(K) SAVINGS PLAN | HAMILTON TOWNSHIP NJ | 459 | $117.2M | $2.0M |
| 8 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.9M |
| 9 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP 403(B) SAVINGS PLAN | KANSAS CITY MO | 515 | $47.4M | $1.6M |
| 10 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $1.6M |
