Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Equty Income in their Schedule of Assets, totaling $26K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHERWOOD DESIGN ENGINEERS, LTD SHERWOOD DESIGN ENGINEERS 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 99 | $8.6M | $26K |
