Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Equity Income Fund Mutual Fund N/A in their Schedule of Assets, totaling $6.6M 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 | PERFORMANCE BANKERS, INC. PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN | PIERRE SD | 732 | $101.2M | $3.2M |
| 2 | BARTON HEALTHCARE SYSTEM BARTON HEALTH 403(B) PLAN | SOUTH LAKE TAHOE CA | 847 | $92.7M | $1.9M |
| 3 | VINTAGE WINE DISTRIBUTOR, INC. VINTAGE WINE RETIREMENT SAVINGS PLAN |
SOLON OH |
| 132 |
| $10.9M |
| $915K |
| 4 | ND ENERGY SERVICES MANAGEMENT, INC. ND ENERGY SERVICES 401(K) PLAN | DICKINSON ND | 310 | $15.6M | $416K |
| 5 | COLORADO DOORWAYS, INC. COLORADO DOORWAYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 193 | $19.4M | $135K |
| 6 | FIRST NATIONAL BANK OF PULASKI FIRST NATIONAL BANK OF PULASKI PROFIT SHARING PLAN | PULASKI TN | 146 | $39.5M | $80K |
