Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Equity Income Fund; Class R6 (6443) Mutual fund in their Schedule of Assets, totaling $624K 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 | SELTZER CAPLAN MCMAHON VITEK, A LAW CORPORATION SELTZER CAPLAN MCMAHON VITEK INCENTIVE PLAN | SAN DIEGO CA | 69 | $37.1M | $624K |
