Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income - in their Schedule of Assets, totaling $14.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRAEF-USA INC. GRAEF RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 315 | $77.8M | $4.1M |
| 2 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $3.5M |
| 3 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUST |
WASHINGTON DC |
| 1,591 |
| $428.1M |
| $3.2M |
| 4 | ERIE FEDERAL CREDIT UNION ERIE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ERIE PA | 207 | $19.8M | $1.9M |
| 5 | ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS IN | 354 | $29.8M | $569K |
| 6 | KIMRAD TRANSPORT, LP KIMRAD TRANSPORT 401(K) PLAN | AMARILLO TX | 163 | $6.7M | $504K |
| 7 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $322K |
| 8 | SUPERALLOY MANUFACTURING SOLUTIONS CORP. SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN | CINCINNATI OH | 153 | $14.6M | $297K |
| 9 | CAROLINAS PATHOLOGY GROUP, P.A. CAROLINAS PATHOLOGY GROUP, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 133 | $49.1M | $241K |
| 10 | CENTER FOR SUSTAINABLE ENERGY CENTER FOR SUSTAINABLE ENERGY | SAN DIEGO CA | 240 | $15.5M | $208K |
