Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income Fund # in their Schedule of Assets, totaling $37.9M 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 | WESTMORELAND MINING LLC WESTMORELAND MINING EMPLOYEES' SAVINGS PLAN | LONE TREE CO | 308 | $75.3M | $7.5M |
| 2 | PHOENIX RETAIL, LLC PHOENIX SAVINGS & RETIREMENT PLAN | COLUMBUS OH | 3,771 | $141.0M | $6.6M |
| 3 | EXPRESS, LLC EXPRESS SAVINGS AND RETIREMENT PLAN |
COLUMBUS OH |
| 3,982 |
| $138.0M |
| $6.4M |
| 4 | THE UNIVERSITY OF REDLANDS UNIVERSITY OF REDLANDS RETIREMENT PLAN | REDLANDS CA | 752 | $216.5M | $4.3M |
| 5 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 1,042 | $95.9M | $2.4M |
| 6 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN PA | 128 | $12.6M | $2.4M |
| 7 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $1.5M |
| 8 | NATIONAL AQUARIUM, INC NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 356 | $26.7M | $1.4M |
| 9 | ROECHLING INDUSTRIAL CLEVELAND ROECHLING INDUSTRIAL CLEVELAND 401(K) RETIREMENT PLAN | CLEVELAND OH | 179 | $17.3M | $876K |
| 10 | ADC THERAPEUTICS AMERICA, INC. ADC THERAPEUTICS AMERICA, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 185 | $31.2M | $822K |
