Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income Fund Class R6 in their Schedule of Assets, totaling $1.3M 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 | BRADY SERVICES HOLDINGS, INC. BRADY SERVICES HOLDINGS, INC. | GREENSBORO NC | 532 | $63.2M | $723K |
| 2 | WYCKOFF FARMS, INC. WYCKOFF ENTERPRISES 401(K) PROFIT SHARING PLAN | GRANDVIEW WA | 1,192 | $19.8M | $314K |
| 3 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN |
ANCHORAGE AK |
| 2,634 |
| $35.2M |
| $225K |
| 4 | SPACE AGE FUEL, INC. SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN | CLACKAMAS CA | 218 | $6.2M | $84K |
