Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. JP Morgan Equity Income R6 Fd in their Schedule of Assets, totaling $743K 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 | BECKLAR, LLC BECKLAR, LLC 401(K) PLAN | OGDEN UT | 748 | $13.0M | $502K |
| 2 | SOUTHMINSTER, INC. SOUTHMINSTER RETIREMENT PLAN | CHARLOTTE NC | 431 | $13.3M | $210K |
| 3 | TURBO DRILL INDUSTRIES, INC. TURBO DRILL INDUSTRIES 401(K) PLAN |
| 237 |
| $4.7M |
| $31K |
