Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Equity Income Fund Registered investment company in their Schedule of Assets, totaling $24.5M 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 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $20.5M |
| 2 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $2.5M |
| 3 | RIGEL PHARMACEUTICALS INC. |
SOUTH SAN FRANCISCO CA |
| 164 |
| $64.3M |
| $1.1M |
| 4 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $178K |
| 5 | HUFFY HOLDINGS INC. HUFFY HOLDINGS SAVINGS PLAN | MIAMISBURG OH | 172 | $20.6M | $116K |
| 6 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $72K |
| 7 | MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN | SPRINGFIELD OR | 111 | $4.2M | $1K |
