Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds Equity Income Fund in their Schedule of Assets, totaling $2.2M 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 | KNIGHT ENERGY SERVICES, LLC KNIGHT ENERGY SERVICES | HOUSTON TX | 198 | $32.0M | $1.2M |
| 2 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 29 | $14.8M | $619K |
| 3 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN |
LAKE FOREST IL |
| 57 |
| $17.3M |
| $393K |
