Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding JPMorgan Equity Income fund # in their Schedule of Assets, totaling $154.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BALFOUR BEATTY CONSTRUCTION GROUP, INC. BALFOUR BEATTY CONSTRUCTION GROUP 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 2,041 | $486.8M | $21.4M |
| 2 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $18.7M |
| 3 | MESIROW FINANCIAL ADMINISTRATIVE CORPORATION |
CHICAGO IL |
| 496 |
| $225.3M |
| $15.2M |
| 4 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN | NEWPORT NEWS VA | 8,159 | $314.0M | $7.8M |
| 5 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $6.3M |
| 6 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL WI | 1,128 | $165.2M | $5.4M |
| 7 | SPECIALIZED BICYCLE COMPONENTS, INC. SPECIALIZED BICYCLE COMPONENTS, INC. PROFIT SHARING PLAN | MORGAN HILL CA | 711 | $152.3M | $4.8M |
| 8 | HARDING UNIVERSITY HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEARCY AR | 661 | $201.9M | $4.7M |
| 9 | ORSCHELN INDUSTRIES ORSCHELN INDUSTRIES RETIREMENT PROGRAM | MOBERLY MO | 532 | $66.4M | $4.1M |
| 10 | BRANDYWINE REALTY TRUST BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 281 | $71.1M | $4.1M |
