Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income Fund Class I in their Schedule of Assets, totaling $2.0M 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 | NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN | SAN RAMON CA | 996 | $43.8M | $686K |
| 2 | KIKKOMAN FOODS, INC. KIKKOMAN FOODS, INC. PENSION PLAN | WALWORTH WI | 45 | $23.4M | $651K |
| 3 | BCRA, INC. BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN |
TACOMA WA |
| 61 |
| $10.0M |
| $642K |
