Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding JPMorgan Equity Income Fund R6 Registered investment company in their Schedule of Assets, totaling $38.1M 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 | MCCOY CORPORATION MCCOY 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS TX | 2,624 | $98.2M | $6.1M |
| 2 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN | ALPHARETTA GA | 1,312 | $118.4M | $6.1M |
| 3 | BUYERS EDGE PLATFORM OPCO, LLC BUYERS EDGE PLATFORM 401(K) PLAN |
WALTHAM MA |
| 994 |
| $69.6M |
| $2.1M |
| 4 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $2.0M |
| 5 | ASAHI/AMERICA, INC ASAHI/AMERICA 401(K) PLAN | LAWRENCE MA | 193 | $24.1M | $1.6M |
| 6 | FEATHERLITE EXISS SOONER HOLDING FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN | CRESCO IA | 500 | $34.5M | $1.3M |
| 7 | MOMENTIVE PERFORMANCE MATERIALS MOMENTIVE TECHNOLOGIES SAVINGS PLAN | STRONGSVILLE OH | 514 | $100.9M | $1.3M |
| 8 | ADDEPAR, INC. ADDEPAR 401(K) PLAN | MOUNTAIN VIEW CA | 673 | $76.7M | $1.3M |
| 9 | CREDIT UNION OF DENVER CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN | LAKEWOOD CO | 164 | $13.7M | $1.2M |
| 10 | AMERICAN MUSICAL SUPPLY, INC. AMERICAN MUSICAL SUPPLY 401(K) PROFIT SHARING PLAN | OAKLAND NJ | 268 | $23.2M | $1.2M |
