Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Income Fund R6 Pooled separate account n/a in their Schedule of Assets, totaling $2.2M 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 | DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER CA | 2,081 | $153.0M | $1.6M |
| 2 | LIFELONG LEARNING ADMINISTRATION CORPORATION LIFELONG LEARNING ADMINISTRATION CORPORATION 403(B) PLAN | LANCASTER CA | 386 | $37.5M | $677K |
