Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income R6. in their Schedule of Assets, totaling $211.3M 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 | THE UNIVERSITY OF PHOENIX, INC. THE UNIVERSITY OF PHOENIX, INC. SAVINGS AND INVESTMENT PLAN | PHOENIX AZ | 6,104 | $586.0M | $80.8M |
| 2 | INEOS USA, LLC. INEOS RETIREMENT SAVINGS PLAN | LEAGUE CITY TX | 4,979 | $1.4B | $47.5M |
| 3 | REPUBLIC AIRWAYS HOLDINGS INC. REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 6,342 |
| $577.6M |
| $28.2M |
| 4 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $17.3M |
| 5 | SAFRAN USA, INC. SAFRAN RETIREMENT AND SAVINGS ACCOUNT PLAN | IRVING TX | 3,913 | $598.1M | $5.6M |
| 6 | SEMINOLE TRIBE OF FLORIDA SEMINOLE INDIAN CASINO 401(K) PLAN | DAVIE FL | 12,764 | $395.8M | $3.2M |
| 7 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $3.0M |
| 8 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MAUMEE OH | 143 | $28.7M | $2.6M |
| 9 | UROLOGY CENTERS OF ALABAMA, P.C. UROLOGY CENTERS OF ALABAMA, P.C. 401(K) PROFIT SHARING RETIREMENT PLAN | HOMEWOOD AL | 219 | $58.2M | $1.8M |
| 10 | RELIABILITYFIRST CORPORATION RELIABILITYFIRST CORPORATION 401(K) PLAN | CLEVELAND OH | 99 | $49.8M | $1.8M |
