Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JP Morgan Jpmorgan Equity Income R6 in their Schedule of Assets, totaling $26.9M 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 | KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE IN | 1,398 | $179.9M | $10.8M |
| 2 | MARON & SANDLER, PC MARON & SANDLER 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 188 | $47.7M | $3.0M |
| 3 | KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES |
SHELBYVILLE IN |
| 511 |
| $50.6M |
| $2.2M |
| 4 | NCH HEALTHCARE SYSTEM, INC. NCH HEALTHCARE SYSTEM, INC. 401(K) PLAN | NAPLES FL | 4,445 | $432.6M | $1.9M |
| 5 | THE POLICE CREDIT UNION OF CALIFORNIA THE POLICE CREDIT UNION 401(K) PLAN & TRUST | SAN BRUNO CA | 137 | $34.5M | $1.8M |
| 6 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $1.7M |
| 7 | ATLANTIC FEDERAL CREDIT UNION ATLANTIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BRUNSWICK ME | 178 | $28.5M | $870K |
| 8 | CSE FEDERAL CREDIT UNION CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LAKE CHARLES LA | 103 | $14.2M | $734K |
| 9 | SIEBERT WILLIAMS SHANK & CO., LLC SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN | NEW YORK CITY NY | 146 | $57.5M | $536K |
| 10 | IEX GROUP, INC IEX GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $27.5M | $502K |
