Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding JPM Equity Income R6 Mutual fund - in their Schedule of Assets, totaling $46.8M 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 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $11.6M |
| 2 | BURKE, INC. BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | CINCINNATI OH | 323 | $111.0M | $7.2M |
| 3 | BOX, INC. BOX, INC. 401(K) PLAN |
| 1,823 |
| $282.9M |
| $3.7M |
| 4 | EXTRA SPACE MANAGEMENT, INC. EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN | SALT LAKE CITY UT | 8,740 | $168.4M | $3.5M |
| 5 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $3.1M |
| 6 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $2.4M |
| 7 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $1.8M |
| 8 | PUIG NORTH AMERICA, INC. PUIG NORTH AMERICA SALARY DEFERRAL PLAN | NEW YORK CITY NY | 507 | $34.1M | $1.6M |
| 9 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $1.6M |
| 10 | PRINCE LOBEL TYE LLP PRINCE LOBEL TYE LLP 401(K) PLAN | BOSTON MA | 148 | $33.1M | $1.6M |
