Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Equity Income Registered Investment Company in their Schedule of Assets, totaling $947K 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 | ASTAR CAPITAL MANAGEMENT, INC. ASTAR CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WEST ALLIS WI | 69 | $9.3M | $523K |
| 2 | USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP USTC GROUP 401(K) PLAN | EDISON NJ | 347 | $21.1M | $392K |
| 3 | MINDGRUB TECHNOLOGIES LLC |
BALTIMORE MD |
| 75 |
| $7.2M |
| $22K |
| 4 | 3RD GEN MOJO, LLC PAWLING/TAFUR MCDONALDS 401(K) PLAN | HAMILTON OH | 184 | $4.0M | $10K |
