Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income Fund Mutual fund ( 1 ) in their Schedule of Assets, totaling $20.1M 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 | BAKER & HOSTETLER LLP BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN | CLEVELAND OH | 1,897 | $1.2B | $16.9M |
| 2 | FISHBECK, THOMPSON, CARR & HUBER, PC FISHBECK RETIREMENT PLAN | GRAND RAPIDS MI | 670 | $117.7M | $2.5M |
| 3 | LOCHMUELLER GROUP, INC. LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN |
EVANSVILLE IN |
| 410 |
| $48.9M |
| $688K |
