Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds Equity Income in their Schedule of Assets, totaling $155K 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 | M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE NC | 586 | $37.7M | $99K |
| 2 | HABBERSTAD MOTORSPORT, INC. HABBERSTAD MOTORSPORT, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON STATION NY | 195 | $11.9M | $56K |
