Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 670 U.S. retirement plans report holding Jpmorgan Equity Income Fund R6 in their Schedule of Assets, totaling $292.7M 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $55.8M |
| 2 | HIGH LINER FOODS (USA), INCORPORATED HIGH LINER FOODS (USA) 401(K) SAVINGS PLAN | PORTSMOUTH NH | 652 | $71.7M | $8.3M |
| 3 | VIKING GLOBAL INVESTORS LP |
STAMFORD CT |
| 270 |
| $123.9M |
| $7.4M |
| 4 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $5.3M |
| 5 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $5.2M |
| 6 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $4.6M |
| 7 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $4.5M |
| 8 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $4.4M |
| 9 | ORTHOCONNECTICUT, PLLC ORTHOCONNECTICUT, PLLC EMPLOYEES 401(K) PROFIT SHARING PLAN | DANBURY CT | 189 | $63.1M | $4.1M |
| 10 | UNITHER US CORP UNITHER 401(K) RETIREMENT PLAN | ROCHESTER NY | 322 | $61.7M | $4.0M |
