Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income Fund R in their Schedule of Assets, totaling $680K 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 | NORTHLAND CABLE TELEVISION, INC. VYVE 401(K) PLAN | RYE BROOK NY | 617 | $25.8M | $482K |
| 2 | SPEAR GROUP, LLC SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST | PEACHTREE CORNERS GA | 494 | $14.7M | $132K |
| 3 | SPARUS HOLDINGS, LLC SPARUS HOLDINGS, LLC 401(K) PLAN AND TRUST. |
PEACHTREE CORNERS GA |
| 1,003 |
| $5.8M |
| $66K |
