Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Equity Income Shares of registered investment companies in their Schedule of Assets, totaling $860K 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 | COMMUNITY ACTION ORGANIZATION COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN | HILLSBORO OR | 252 | $11.5M | $860K |
