Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Equity Income Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $43.3M 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 | ZACHRY HOLDINGS, INC. ZHI 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 13,422 | $1.0B | $15.4M |
| 2 | CORELOGIC, INC. CORELOGIC, INC. 401(K) SAVINGS PLAN | IRVINE CA | 3,955 | $779.0M | $10.2M |
| 3 | PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN |
NEW ORLEANS LA |
| 727 |
| $294.9M |
| $9.9M |
| 4 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $2.7M |
| 5 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.2M |
| 6 | C. MONDAVI & FAMILY C. MONDAVI & FAMILY 401(K) RETIREMENT PLAN | ST. HELENA CA | 88 | $16.3M | $959K |
| 7 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $901K |
| 8 | VERNIER SOFTWARE & TECHNOLOGY, INC. VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLAN | BEAVERTON OR | 112 | $43.0M | $482K |
| 9 | PROTAGONIST THERAPEUTICS, INC. PROTAGONIST THERAPEUTICS, INC. 401(K) PLAN | NEWARK CA | 118 | $20.1M | $476K |
| 10 | VERNIER SOFTWARE & TECHNOLOGY LLC VERNIER SOFTWARE & TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 102 | $38.9M | $417K |
