Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Equity Income Select in their Schedule of Assets, totaling $887K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $732K |
| 2 | NORTHERN MANUFACTURING CO., INC. NORTHERN MANUFACTURING CO., INC. PROFIT SHARING PLAN | OAK HARBOR OH | 156 | $11.0M | $155K |
