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 funds - in their Schedule of Assets, totaling $6.9M 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 | BOLTON MEDICAL INC. TERUMO AORTIC RETIREMENT PLAN | SUNRISE FL | 553 | $34.2M | $2.8M |
| 2 | SYRACUSE LABEL COMPANY, INC. SYRACUSE LABEL COMPANY, INC. PROFIT SHARING PLAN | N. SYRACUSE NY | 148 | $24.7M | $1.8M |
| 3 | LINEA SOLUTIONS, INC. LINEA SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
MARINA DEL REY CA |
| 113 |
| $21.3M |
| $1.7M |
| 4 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $496K |
| 5 | HAWKINS CONSTRUCTION, INC. HAWKINS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | TARPON SPRINGS FL | 75 | $9.7M | $105K |
