Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Jpmorgan Equity Income Mutual Fund in their Schedule of Assets, totaling $19.3M 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 | ASE (U.S.) INC. ASE (U.S.) INC. 401(K) RETIREMENT PLAN | SUNNYVALE CA | 150 | $58.8M | $4.1M |
| 2 | ACCOSYS, INC. ACCOSYS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 978 | $78.7M | $2.7M |
| 3 | AGC BIOLOGICS, INC. AGC BIOLOGICS, INC. 401(K) PLAN |
| 772 |
| $81.5M |
| $1.5M |
| 4 | AUTO LENDERS LIQUIDATION CENTER, INC. AUTO LENDERS LIQUIDATION CENTER, INC. 401(K) PLAN | VOORHEES NJ | 383 | $19.9M | $1.4M |
| 5 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $1000K |
| 6 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $1000K |
| 7 | G.W. VAN KEPPEL COMPANY G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 278 | $22.6M | $963K |
| 8 | PROBABLYMONSTERS INC PROBABLYMONSTERS INC 401(K) PLAN | BELLEVUE WA | 175 | $21.5M | $891K |
| 9 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $880K |
| 10 | THOUGHT LOGIC CONSULTING, LLC THOUGHT LOGIC 401(K) PLAN | ATLANTA GA | 127 | $18.3M | $868K |
