Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMORGAN EQ INCOME R2 in their Schedule of Assets, totaling $4.3M 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 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $1.2M |
| 2 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $1.0M |
| 3 | CORNER HOME MEDICAL, INC. CORNER HOME MEDICAL INC. 401K PLAN AND TRUST |
NEW HOPE MN |
| 403 |
| $8.1M |
| $413K |
| 4 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $302K |
| 5 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 536 | $18.8M | $229K |
| 6 | COBOCO INC. COBOCO INC. 401(K) PROFIT SHARING PLAN AND TRUST | FOREST PARK GA | 284 | $5.9M | $228K |
| 7 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $135K |
| 8 | KW INTERNATIONAL INC KW INTERNATIONAL INC RETIREMENT PLAN | CARSON CA | 505 | $7.8M | $125K |
| 9 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $115K |
| 10 | KELLER MOTORS KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST | HANFORD CA | 82 | $4.5M | $94K |
