Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan J P Morgan Equity Income R6 in their Schedule of Assets, totaling $832K 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 | VOSS AUTOMOTIVE, INC. VOSS AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FORT WAYNE IN | 129 | $17.9M | $454K |
| 2 | G TREASURY SS, LLC G TREASURY SS, LLC 401(K) PLAN | BUFFALO GROVE IL | 162 | $22.2M | $305K |
| 3 | G2 OPS, INC. G2 OPS, INC. 401(K) PLAN |
VIRGINIA BEACH VA |
| 134 |
| $8.2M |
| $41K |
| 4 | THE ROSSI GROUP, LLC THE ROSSI GROUP 401(K) PLAN | CROMWELL CT | 246 | $6.8M | $34K |
