Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan Equity Income Fund R6 N/R in their Schedule of Assets, totaling $1.6M 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 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $1.4M |
| 2 | RECARO AIRCRAFT SEATING AMERICAS, LLC RECARO AIRCRAFT SEATING AMERICAS 401(K) PLAN | FORT WORTH TX | 548 | $26.2M | $144K |
| 3 | UPSIDE CONNECTION, LLC UPSIDE CONNECTION 401(K) PLAN |
ENGLEWOOD CO |
| 74 |
| $8.4M |
| $77K |
