Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding JPM EQ INCOME FD R3 in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPLASHTOP INC. SPLASHTOP INC. 401K PLAN | CUPERTINO CA | 125 | $10.0M | $1.0M |
| 2 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN | FARIBAULT MN | 566 | $19.8M | $824K |
| 3 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC |
| 778 |
| $13.0M |
| $588K |
| 4 | RETRACTABLE TECHNOLOGIES, INC RETRACTABLE TECHNOLOGIES, INC. 401K PLAN | LITTLE ELM TX | 170 | $8.8M | $560K |
| 5 | KAYE CORPORATION KAYE CORPORATION RETIREMENT PLAN | NORTH MANKATO MN | 122 | $14.6M | $520K |
| 6 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $458K |
| 7 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $398K |
| 8 | CHOICE HEALTH AT HOME CHOICE HEALTH AT HOME 401K PLAN | TYLER TX | 1,349 | $8.3M | $338K |
| 9 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $328K |
| 10 | MAVEN WAVE PARTNERS MAVEN WAVE PARTNERS 401(K) PLAN | CHICAGO IL | 251 | $34.4M | $302K |
