Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JP Morgan U.S. Equity Income R6 - in their Schedule of Assets, totaling $818K 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 | MECHANICAL DYNAMICS & ANALYSIS LLC MECHANICAL DYNAMICS & ANALYSIS LLC 401(K) PLAN | LATHAM NY | 634 | $123.6M | $818K |
