Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM EQUITY INCOME R6 Mutual Funds in their Schedule of Assets, totaling $2.0M 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 | HOWARD HANNA SMYTHE CRAMER HANNA HOLDINGS RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 1,023 | $63.1M | $1.9M |
| 2 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $94K |
