Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan Equity Income in their Schedule of Assets, totaling $282K 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 | GSG CONSULTANTS, INC. GSG CONSULTANTS, INC. 401(K) PLAN | SCHAUMBURG IL | 264 | $18.0M | $202K |
| 2 | NATIONAL INDOOR RV CENTERS, LLC NATIONAL INDOOR RV CENTERS 401(K) PLAN | LEWISVILLE TX | 362 | $9.6M | $79K |
