Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPM Jpm Equity Income R6 in their Schedule of Assets, totaling $50.5M 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 | CENTRA HEALTH, INC. CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG VA | 7,475 | $747.1M | $43.5M |
| 2 | COMMUNITY HOSPITAL CORPORATION COMMUNITY HOSPITAL CORPORATION EMPLOYEES' 403(B) PLAN | PLANO TX | 4,112 | $167.2M | $4.2M |
| 3 | COMMUNITY HOSPITAL CORPORATION |
PLANO TX |
| 4,149 |
| $72.5M |
| $1.7M |
| 4 | HMTX INDUSTRIES LLC HMTX INDUSTRIES LLC 401(K) PLAN | NORWALK CT | 208 | $23.1M | $778K |
| 5 | BASIN HOLDINGS LLC BASIN HOLDINGS LLC RETIREMENT PLAN | HOUSTON TX | 405 | $12.7M | $263K |
