Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding JPMorgan Equity Income Fund R6 Mutual fund - in their Schedule of Assets, totaling $24.8M 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 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $6.2M |
| 2 | THE CIRCLE K RETIREMENT PLAN CIRCLE K RETIREMENT PLAN | TEMPE AZ | 73,210 | $505.9M | $5.2M |
| 3 | WESTERN RESERVE CARE SOLUTIONS WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN |
CLEVELAND OH |
| 972 |
| $47.0M |
| $1.3M |
| 4 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $1.2M |
| 5 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $1.0M |
| 6 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $957K |
| 7 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $904K |
| 8 | CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE NY | 633 | $32.7M | $829K |
| 9 | WEST ALABAMA BANK & TRUST WEST ALABAMA BANK & TRUST 401(K) PROFIT SHARING PLAN | REFORM AL | 161 | $10.8M | $819K |
| 10 | CORE BANK CORE BANK PROFIT SHARING PLAN AND TRUST | OMAHA NE | 129 | $15.9M | $812K |
