Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Jpmorgan Equity Income Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $212.5M 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 | SLALOM, INC. SLALOM 401(K) PLAN | SEATTLE WA | 8,341 | $1.6B | $40.2M |
| 2 | TRANSCANADA USA SERVICES INC. TRANSCANADA 401(K) AND SAVINGS PLAN | — | 3,146 | $1.1B | $38.2M |
| 3 | EQUINIX EQUINIX, INC. 401(K) PLAN | REDWOOD CITY CA |
| 4,031 |
| $878.1M |
| $36.4M |
| 4 | BUCKEYE PIPE LINE SERVICES COMPANY BUCKEYE PIPE LINE SERVICES COMPANY RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 1,754 | $630.7M | $16.1M |
| 5 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $9.3M |
| 6 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $9.0M |
| 7 | BJ'S WHOLESALE CLUB INC BJ'S WHOLESALE CLUB, INC. 401(K) SAVINGS PLAN | MARLBOROUGH MA | 34,191 | $661.1M | $7.4M |
| 8 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $4.8M |
| 9 | DATABRICKS, INC. DATABRICKS, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 4,704 | $418.9M | $4.1M |
| 10 | HARTZELL PROPELLER, INC. HARTZELL PROPELLER, INC. 401(K) PROFIT SHARING PLAN | PIQUA OH | 411 | $68.5M | $3.9M |
