Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Jpm Equity Income R6 in their Schedule of Assets, totaling $30.1M 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 | MOVADO GROUP, INC. MOVADO GROUP, INC. SAVINGS AND INVESTMENT PLAN | PARAMUS NJ | 973 | $112.4M | $6.0M |
| 2 | KLOCKNER METALS CORPORATION KLOECKNER METALS 401(K) PLAN | ROSWELL GA | 2,303 | $288.7M | $5.2M |
| 3 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH RETIREMENT SAVINGS PLAN |
NEWPORT BEACH CA |
| 1,103 |
| $176.2M |
| $4.6M |
| 4 | SUNOPTA FOODS INC. SUNOPTA FOODS INC. 401(K) PLAN | EDEN PRAIRIE MN | 1,172 | $98.7M | $4.2M |
| 5 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $3.4M |
| 6 | POSITRONIC INDUSTRIES, INC. POSITRONIC INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 347 | $16.1M | $1.3M |
| 7 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $1.2M |
| 8 | IROQUOIS INDUSTRIES, INC. IROQUOIS INDUSTRIES, INC. & AFFILIATES 401(K) PLAN | WARREN MI | 631 | $31.2M | $1.0M |
| 9 | APPLICATIONS SOFTWARE TECHNOLOGY LLC ASTC EMPLOYEE 401(K) PLAN | LISLE IL | 292 | $42.2M | $884K |
| 10 | SENTRILOCK, LLC SENTRILOCK, LLC 401(K) PLAN | WEST CHESTER OH | 194 | $13.1M | $788K |
