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. in their Schedule of Assets, totaling $2.4M 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 | LUMINA FOODS, LLC LUMINA FOODS, LLC RETIREMENT PLAN | NASHVILLE TN | 199 | $13.2M | $870K |
| 2 | TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN I.B.E.W. LOCAL NO. 106 ANNUITY PLAN | JAMESTOWN NY | 165 | $29.8M | $610K |
| 3 | STADIUM, INC. STADIUM TOYOTA, INC. 401(K) PLAN |
TAMPA FL |
| 269 |
| $9.1M |
| $565K |
| 4 | MCKINLEY CHILDREN'S CENTER MCKINLEY 403(B) PLAN | SAN DIMAS CA | 497 | $12.6M | $248K |
| 5 | GERRESHEIMER PEACHTREE CITY, INC. GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN | PEACHTREE CITY GA | 206 | $7.0M | $70K |
