Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding JP Morgan Equity Income - in their Schedule of Assets, totaling $101.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DTE ENERGY COMPANY THE DTE ENERGY COMPANY MASTER PLAN TRUST | DETROIT MI | — | $3.6B | $42.5M |
| 2 | MONSTER WORLDWIDE, LLC. MONSTER WORLDWIDE INC. 401(K) SAVINGS PLAN | WESTON MA | 384 | $223.3M | $13.8M |
| 3 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C. |
CHARLESTON SC |
| 2,775 |
| $756.3M |
| $9.2M |
| 4 | POLAR SEMICONDUCTOR, LLC POLAR SEMICONDUCTOR, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 559 | $148.7M | $7.1M |
| 5 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $4.3M |
| 6 | METAL MASTERS FOOD SERVICE EQUIPMENT CO., INC. EAGLE GROUP 401(K) RETIREMENT PLAN | CLAYTON DE | 317 | $29.4M | $3.9M |
| 7 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $2.7M |
| 8 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $2.6M |
| 9 | SPEARS MANUFACTURING CO. SPEARS MANUFACTURING 401(K) PLAN | SYLMAR CA | 2,021 | $65.0M | $2.0M |
| 10 | INSULATION DISTRIBUTORS, INC. INSULATION DISTRIBUTORS, INC. 401(K) PLAN | CHANHASSEN MN | 614 | $23.0M | $1.9M |
