Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Equity Income A in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARGUS MEDIA, INC. ARGUS MEDIA INC. AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 258 | $40.3M | $2.9M |
| 2 | PRINTOGRAPH, INC. PRINTOGRAPH, INC. 401(K) PLAN | BURBANK CA | 306 | $11.7M | $1.3M |
| 3 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN |
NAPLES FL |
| 104 |
| $16.4M |
| $923K |
| 4 | FAMILY FIRST DENTAL ASSOCIATES OF NEBRASKA, P.C. FAMILY 1ST DENTAL 401(K) PLAN | NORFOLK NE | 164 | $8.7M | $647K |
| 5 | BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST | INDIANAPOLIS IN | 123 | $13.7M | $640K |
| 6 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $47K |
| 7 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $40K |
