Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase & Co JPMorgan Equity Income R6 in their Schedule of Assets, totaling $100K 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 | PHOENIX SENIOR LIVING PHOENIX SENIOR LIVING 401(K) PLAN | ROSWELL GA | 2,239 | $5.4M | $100K |
