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 funds in their Schedule of Assets, totaling $8.0M 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 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $4.2M |
| 2 | VM CONSOLIDATED, INC. VERRA MOBILITY 401(K) PLAN | MESA AZ | 1,187 | $96.0M | $1.4M |
| 3 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST |
JACKSONVILLE FL |
| 291 |
| $17.8M |
| $761K |
| 4 | HUF NORTH AMERICA HUF NORTH AMERICA AUTOMOTIVE PARTS MANUFACTURING CORP. 401(K) PLAN | GREENVILLE TN | 270 | $24.1M | $713K |
| 5 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 1,183 | $85.5M | $615K |
| 6 | DIPASQUA TEAMS, LLC SAVINGS PLAN DIPASQUA TEAMS, LLC SAVINGS PLAN | WINTER PARK FL | 461 | $9.8M | $310K |
