Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM Equity Income Fund Class R5 Registered investment company in their Schedule of Assets, totaling $16K 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 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $16K |
