Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds JP Morgan Equity Income Fund R6 in their Schedule of Assets, totaling $3.2M 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 | SAUSE BROS., INC. SAUSE BROS. RETIREMENT PLAN | PORTLAND OR | 177 | $36.2M | $2.0M |
| 2 | FLORIM USA, INC. FLORIM USA, INC. 401(K) PLAN | CLARKSVILLE TN | 383 | $14.9M | $755K |
| 3 | G.A.L. MANUFACTURING COMPANY, LLC THE VANTAGE GROUP RETIREMENT PLAN |
BRONX NY |
| 569 |
| $30.6M |
| $491K |
