Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income R6 (1) in their Schedule of Assets, totaling $740K 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 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $740K |
