Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income R6 Fund in their Schedule of Assets, totaling $28.6M 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 | DEMATIC CORP. DEMATIC CORP. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 3,976 | $843.7M | $24.0M |
| 2 | WASTEQUIP, LLC. WASTEQUIP LLC 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,904 | $72.9M | $2.9M |
| 3 | THE CAFARO COMPANY THE CAFARO COMPANY RETIREMENT SAVINGS TRUST AND PLAN |
NILES OH |
| 577 |
| $17.8M |
| $540K |
| 4 | BANCO DO BRASIL BANCO DO BRASIL EMPLOYEE RETIREMENT PLAN | ORLANDO FL | 423 | $33.6M | $533K |
| 5 | HEALTHTRONICS GROUP, LP HEALTHTRONICS GROUP, LP 401(K) PLAN | ROUND ROCK TX | 274 | $50.4M | $368K |
| 6 | BROCK SOLUTIONS U.S. INC. BROCK SOLUTIONS U.S. INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 246 | $15.0M | $151K |
| 7 | SELF HELP INC SELF-HELP, INC. PENSION PLAN | BROCKTON MA | 240 | $6.5M | $149K |
