Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investment Management JPMorgan Equity Income Fund in their Schedule of Assets, totaling $274K 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 | X-FAB TEXAS, INC. X-FAB TEXAS, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | LUBBOCK TX | 463 | $48.5M | $274K |
