Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Income Fund R6 Mutual fund N/A in their Schedule of Assets, totaling $1.8M 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 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 252 | $18.5M | $1.4M |
| 2 | HAMMER PACKAGING CORP. A MULTI-COLOR CORPORATION COMPANY HAMMER PACKAGING CORP. RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES | WEST HENRIETTA NY | 260 | $16.5M | $225K |
| 3 | KARL'S TV & APPLIANCE INC. |
GREGORY SD |
| 380 |
| $5.6M |
| $61K |
| 4 | KIDS REHAB ACQUISITION, INC. MYSPOT 401(K) RETIREMENT SAVINGS PLAN | MIRAMAR FL | 736 | $3.4M | $12K |
| 5 | KIDS REHAB ACQUISITION, INC. SPECTRUM OF HOPE RETIREMENT PLAN | HOUSTON TX | 517 | $1.6M | $11K |
