Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Income R2 in their Schedule of Assets, totaling $13K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIFT SOLUTIONS, INC. ZIFT SOLUTIONS 401(K) PLAN | CARY NC | 51 | $5.3M | $12K |
| 2 | ISON FAMILY RESTAURANTS ISON FAMILY RESTAURANTS 401(K) PLAN | BLUE ASH OH | 35 | $2.8M | $530 |
