Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jpmorgan Equity Income Fund R Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $418K |
| 2 | TESSERA THERAPEUTICS, INC TESSERA THERAPEUTICS, INC 401(K) PLAN | SOMERVILLE MA | 308 | $19.2M | $274K |
| 3 | TRILOGY MEDWASTE, INC TRILOGY MEDWASTE 401(K) PLAN |
HOUSTON TX |
| 364 |
| $6.3M |
| $260K |
| 4 | PALOMA PRESSURE CONTROL LLC PALOMA PRESSURE CONTROL, LLC | MIDLAND TX | 224 | $3.1M | $98K |
| 5 | CELLTRON, INC. CELLTRON, INC. 401(K) PROFIT SHARING PLAN | GALENA KS | 339 | $6.0M | $20K |
| 6 | ARCHITECTURAL FABRICATION, INC ARCHITECTURAL FABRICATION, INC 401(K) PLAN | FORT WORTH TX | 171 | $3.0M | $11K |
| 7 | CONQUER THE DAY LLC CONQUER THE DAY LLC 401K | LUBBOCK TX | 292 | $1.0M | $8K |
