Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Equity Income Fund Class A Mutual fund in their Schedule of Assets, totaling $2.5M 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 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $1.9M |
| 2 | CAPITAL MANAGEMENT SERVICES, LP CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN | BUFFALO NY | 661 | $15.7M | $338K |
| 3 | ABACUS INFORMATION TECHNOLOGY LLC |
NEW YORK NY |
| 270 |
| $24.0M |
| $217K |
| 4 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $8K |
