Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Funds JP Morgan Equity Income R6 Fd - in their Schedule of Assets, totaling $10.3M 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 | INTERMOUNTAIN POWER SERVICE CORPORATION SAVINGS PLAN FOR EMPLOYEES OF INTERMOUNTAIN POWER SERVICE CORPORATION | DELTA UT | 246 | $113.4M | $3.5M |
| 2 | NEWS-PRESS & GAZETTE COMPANY NEWS-PRESS & GAZETTE EMPLOYEES' 401(K) PLAN | SAINT JOSEPH MO | 768 | $104.4M | $2.8M |
| 3 | FITESA SIMPSONVILLE, INC. |
SIMPSONVILLE SC |
| 582 |
| $65.1M |
| $1.5M |
| 4 | ABBOTT CONSTRUCTION LLC ABBOTT CONSTRUCTION 401(K) PLAN AND TRUST | SEATTLE WA | 247 | $33.2M | $921K |
| 5 | INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC RETIREMENT SAVINGS PLAN | RYE NY | 110 | $10.8M | $408K |
| 6 | HEWSON & VAN HELLEMONT, P.C. HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN | SOUTHFIELD MI | 94 | $14.2M | $286K |
| 7 | SOURCEPASS, LLC SOURCEPASS 401(K) PLAN | MELVILLE NY | 454 | $25.9M | $247K |
| 8 | MULTI-FLOW DISPENSERS OF OHIO, INC. MULTI-FLOW DISPENSERS OF OHIO, INC. 401(K) PROFIT SHARING PLAN | BROOKLYN HEIGHTS OH | 140 | $6.3M | $193K |
| 9 | BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN UT | 529 | $11.2M | $164K |
| 10 | COMPLY TECHNOLOGIES, INC. COMPLY TECHNOLOGIES, INC. 401(K) PLAN | NEW YORK NY | 279 | $15.6M | $158K |
