Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan Equity Income Fund Class R6 in their Schedule of Assets, totaling $222.7M 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 | CONTINENTAL TIRE THE AMERICAS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-RUBBER | FORT MILL SC | 10,839 | $1.3B | $46.6M |
| 2 | BRIDGESTONE AMERICAS, INC. BRIDGESTONE AMERICAS, INC. TAX-EFFICIENT SAVINGS PLAN | NASHVILLE TN | 11,171 | $2.5B | $44.0M |
| 3 | WP CITYMD BIDCO, LLC |
NEW YORK NY |
| 11,509 |
| $973.2M |
| $38.5M |
| 4 | CONTINENTAL AUTOMOTIVE, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL - AUTOMOTIVE SYSTEMS | FORT MILL SC | 2,425 | $1.1B | $34.2M |
| 5 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $23.7M |
| 6 | PERFORMANCE FOOD GROUP, INC. PERFORMANCE FOOD GROUP EMPLOYEE SAVINGS PLAN | RICHMOND VA | 35,047 | $1.9B | $22.0M |
| 7 | AEA INVESTORS LP AEA INVESTORS LP 401(K) SAVINGS PLAN | NEW YORK NY | 184 | $94.6M | $2.6M |
| 8 | ASSURANCE TECHNOLOGY CORPORATION ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | CARLISLE MA | 330 | $68.2M | $2.4M |
| 9 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $2.1M |
| 10 | CONTITECH USA, INC. CONTITECH AUBURN HOURLY 401(K) PLAN | FAIRLAWN OH | 272 | $21.6M | $1.9M |
