Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JPMorgan Equity Income Fund R6 in their Schedule of Assets, totaling $3.9M 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 |
