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 NR in their Schedule of Assets, totaling $1.6M 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 | CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP. CTI 401(K) PLAN | CALIFORNIA MD | 170 | $13.3M | $691K |
| 2 | BUDDOBOT,INC. BUDDOBOT, INC. 401(K) PLAN | OFALLON IL | 119 | $6.5M | $433K |
| 3 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING |
| 209 |
| $26.3M |
| $200K |
| 4 | D'ESCOTO, INC. D'ESCOTO, INC. 401(K) PLAN | CHICAGO IL | 125 | $13.1M | $174K |
| 5 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN | MCLEAN VA | 110 | $14.1M | $87K |
| 6 | CLOUD FOR GOOD, LLC CLOUD FOR GOOD, LLC 401(K) PLAN | ASHEVILLE NC | 170 | $9.8M | $50K |
