Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM EQUITY INCOME R4 Registered Investment Company in their Schedule of Assets, totaling $419K 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 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN | IPSWICH MA | 203 | $17.5M | $419K |
