Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jpmorgan Equity Income Class R6 in their Schedule of Assets, totaling $12.7M 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 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $11.6M |
| 2 | BATTERIES PLUS, LLC BATTERIES PLUS, LLC 401(K) PLAN | HARTLAND WI | 1,015 | $41.1M | $952K |
| 3 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN |
| 786 |
| $40.0M |
| $107K |
| 4 | ASPIRE OF ILLINOIS ASPIRE OF ILLINOIS 403(B) PLAN | HILLSIDE IL | 260 | $6.4M | $23K |
