Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investments Equity Income R6 in their Schedule of Assets, totaling $545K 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 | J.M. OLIVER, INC. J. M. OLIVER 401(K) RETIREMENT PLAN | MORTON PA | 187 | $19.5M | $545K |
