Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Asset Management JPMorgan Equity Income Fund in their Schedule of Assets, totaling $189K 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 | KOBELCO CONSTRUCTION MACHINERY USA, INC. KOBELCO CONSTRUCTION MACHINERY USA, INC. 401(K) PLAN | KATY TX | 90 | $10.9M | $189K |
