Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan JPMorgan Equity Income Fund Class R6 in their Schedule of Assets, totaling $22.3M 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 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP RETIREMENT PLAN | CHARLOTTESVILLE VA | 1,415 | $139.4M | $7.6M |
| 2 | MULTIMATIC OF AMERICA HOLDINGS INC. MULTIMATIC 401(K) PLAN | — | 1,119 | $48.5M | $5.0M |
| 3 | LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN |
KANSAS CITY MO |
| 193 |
| $104.6M |
| $3.2M |
| 4 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $2.2M |
| 5 | MATERIAL HOLDINGS LLC MATERIAL 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 830 | $135.2M | $2.1M |
| 6 | MICROLUMEN, INC. MICROLUMEN 401(K) PLAN | OLDSMAR FL | 311 | $27.2M | $933K |
| 7 | WELOCALIZE, INC. WELOCALIZE, INC. 401(K) PLAN | NEW YORK NY | 992 | $39.5M | $684K |
| 8 | SUPERIOR GRAPHITE COMPANY SUPERIOR GRAPHITE CO. EMPLOYEE'S SAVINGS PLAN | CHICAGO IL | 133 | $37.1M | $281K |
| 9 | GENERATE BIOMEDICINES, INC GENERATE BIOMEDICINES, INC 401(K) PLAN | SOMERVILLE MA | 328 | $16.5M | $209K |
| 10 | ASPIRION HEALTH RESOURCES ASPIRION HEALTH RESOURCES 401(K) PROFIT SHARING PLAN & TRUST | COLUMBUS GA | 1,630 | $24.0M | $178K |
