Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Income Fund Class R6 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $569K 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 | EMPLOY, INC. EMPLOY, INC. 401(K) PLAN | DENVER CO | 469 | $32.3M | $498K |
| 2 | TRACKFORCE, INC. TRACKFORCE 401(K) PLAN | WOODBURY NY | 78 | $9.2M | $71K |