Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Equity Inc Fd Cla R6 Registered Investment Company (Mutual Funds) in their Schedule of Assets, totaling $54.7M 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 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA CODE SECTION 401(K) PLAN | NEW YORK NY | 11,525 | $4.6B | $54.7M |
