Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan Funds JP Morgan Equity Income R6 Fund in their Schedule of Assets, totaling $8.4M 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 | CROWDER CONSTRUCTORS INC. CROWDER CONSTRUCTORS 401(K) SAVINGS AND PROFIT-SHARING PLAN | CHARLOTTE NC | 682 | $76.3M | $2.3M |
| 2 | GARDAWORLD CASH SERVICES, INC. GARDAWORLD CASH SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | BOCA RATON FL | 5,082 | $109.6M | $1.2M |
| 3 | ATLANTIC BAY MORTGAGE GROUP, LLC |
VIRGINIA BEACH VA |
| 736 |
| $78.7M |
| $1.2M |
| 4 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $1.0M |
| 5 | LOLLYTOGS, LTD. LT APPAREL GROUP 401(K) PLAN | HOLMDEL NJ | 320 | $31.5M | $870K |
| 6 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $731K |
| 7 | WEHRUNG'S LUMBER & HOME CENTER, INC. WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN | OTTSVILLE PA | 177 | $9.4M | $403K |
| 8 | LUMITEX, LLC LUMITEX, LLC 401(K) PLAN | BRECKSVILLE OH | 80 | $8.4M | $334K |
| 9 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $149K |
| 10 | NAV TECHNOLOGIES, INC. NAV TECHNOLOGIES 401(K) PLAN | DRAPER UT | 143 | $9.5M | $97K |
