Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM EQUITY INCOME R6 Registered Investment Co 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 | STERLING EQUITIES ASSOCIATES, LLC. STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN | GREAT NECK NY | 151 | $42.0M | $2.0M |
