Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JP Morgan Jpm Equity Income R6 in their Schedule of Assets, totaling $69.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MITRE CORPORATION THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN | MCLEAN VA | 11,989 | $2.8B | $38.8M |
| 2 | APL LOGISTICS AMERICAS, LTD THE SAVE PLAN | SCOTTSDALE AZ | 2,669 | $174.7M | $8.9M |
| 3 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN |
DALLAS TX |
| 11,274 |
| $759.0M |
| $4.6M |
| 4 | INMAR, INC. INMAR, INC. PROFIT SHARING AND 401(K) PLAN | WINSTON SALEM NC | 3,842 | $240.9M | $3.9M |
| 5 | BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA NE | 168 | $109.5M | $2.5M |
| 6 | ENTRATA, INC. ENTRATA 401(K) PLAN | LEHI UT | 1,278 | $60.9M | $1.3M |
| 7 | CHARLES KOMAR & SONS, INC. CHARLES KOMAR & SONS, INC. 401(K) PLAN | JERSEY CITY NJ | 649 | $96.3M | $989K |
| 8 | BEAVER STREET FISHERIES LLC BSF PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | JACKSONVILLE FL | 227 | $34.7M | $988K |
| 9 | NORTHWEST RIVER SUPPLIES INC. NORTHWEST RIVER SUPPLIES, INC. 401(K) RETIREMENT PLAN | MOSCOW ID | 129 | $20.1M | $934K |
| 10 | EVISIONS, LLC EVISIONS, LLC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 117 | $15.3M | $900K |
