Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Equity Income Fund Class R5 " in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS, L ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS LLC 401(K) PLAN | PLANO TX | 122 | $22.7M | $1.5M |
| 2 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $413K |
| 3 | DOWDING INDUSTRIES, INC. |
EATON RAPIDS MI |
| 198 |
| $8.4M |
| $273K |
| 4 | CALIMIRA, LLC CALIMIRA, LLC 401(K) PLAN | COLUMBUS OH | 811 | $3.0M | $273K |
| 5 | SUPERHEAT FGH SERVICES, INC. SUPERHEAT FGH RETIREMENT READINESS PLAN | NEW LENOX IL | 345 | $8.2M | $253K |
| 6 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $150K |
| 7 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $87K |
| 8 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $65K |
| 9 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $46K |
| 10 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $18K |
