Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM Equity Income Mutual Fund in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIFECORE BIOMEDICAL INC. LIFECORE BIOMEDICAL 401K PLAN | CHASKA MN | 443 | $81.7M | $5.1M |
| 2 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $357K |
