Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMorgan Equity Income Fund R6 Pooled separate account - in their Schedule of Assets, totaling $4.4M 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 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN | GLENWOOD SPRINGS CO | 1,529 | $74.7M | $1.6M |
| 2 | HYDROBLEND, INC. DBA HB SPECIALTY FOODS HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | NAMPA ID | 197 | $8.1M | $515K |
| 3 | GT&E, LLC GROFF TRACTOR 401(K) PLAN |
MECHANICSBURG PA |
| 231 |
| $20.9M |
| $509K |
| 4 | KIMBLE COMPANY KIMBLE COMPANY 401(K) RETIREMENT PLAN | DOVER OH | 242 | $15.2M | $358K |
| 5 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $212K |
| 6 | BIOURJA HOLDINGS, LLC BIOURJA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 131 | $12.5M | $208K |
| 7 | MARY ANN MORSE HEALTHCARE CORP. MARY ANN MORSE HEALTHCARE CORP. 401(K) PLAN | NATICK MA | 230 | $6.4M | $160K |
| 8 | THE RED VAN WORKSHOP, LLC THE RED VAN WORKSHOP, LLC 401(K) PLAN | LONGMONT CO | 76 | $9.4M | $148K |
| 9 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $133K |
| 10 | GROFF TRACTOR MID ATLANTIC, LLC GROFF TRACTOR MID ATLANTIC 401(K) PLAN | ESSEX MD | 110 | $9.2M | $119K |
