Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income R6 N/R in their Schedule of Assets, totaling $4.5M 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 | THE PHILADELPHIA CONTRIBUTIONSHIP FOR THE INSURANCE OF HOUSES FROM LOS THE CONTRIBUTIONSHIP INSURANCE COMPANIES THRFIT PLAN | PHILADELPHIA PA | 113 | $31.1M | $1.5M |
| 2 | DAVE JONES, LLC. DAVE JONES, LLC 401(K) PLAN | MADISON WI | 604 | $37.5M | $1.4M |
| 3 | ADVANCED WEB TECHNOLOGIES, INC. |
MINNEAPOLIS MN |
| 542 |
| $32.2M |
| $1.0M |
| 4 | FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 75 | $23.0M | $491K |
| 5 | PINNACLE CLINICAL RESEARCH, LLC PINNACLE CLINICAL RESEARCH 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 189 | $3.7M | $35K |
