Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JP Morgan JPMorgan Equity Income Fund R6 # in their Schedule of Assets, totaling $8.5M 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 | AMERICAN NATIONAL STANDARDS INSTITUTE, INC. ANSI PLAN FOR EMPLOYEES' RETIREMENT PENSIONS | NEW YORK NY | 193 | $50.6M | $3.9M |
| 2 | FIRST FINANCIAL CREDIT UNION FIRST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 270 | $28.9M | $1.4M |
| 3 | EMPIRE AIRLINES INC. |
HAYDEN ID |
| 282 |
| $29.9M |
| $895K |
| 4 | KINETIC CREDIT UNION KINETIC CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS GA | 127 | $21.2M | $634K |
| 5 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $508K |
| 6 | INNOVATIVE HEALTH, LLC INNOVATIVE HEALTH, LLC 401K | SCOTTSDALE AZ | 143 | $6.4M | $368K |
| 7 | PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC. PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC. 401(K) SAVINGS PLUS PLAN | COSTA MESA CA | 137 | $12.4M | $257K |
| 8 | SUNCREST HEALTH SERVICES LLC SUNCREST HEALTH SERVICES LLC 401(K) PLAN | SANDY UT | 741 | $22.9M | $211K |
| 9 | NS412, LLC NS412, LLC 401(K) PLAN | DALLAS TX | 106 | $11.3M | $154K |
| 10 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $103K |
