Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income R3 " in their Schedule of Assets, totaling $110K 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 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $93K |
| 2 | FOREST PROPERTIES CO., INC. FOREST PROPERTIES CO., INC. 401K PLAN | CAMBRIDGE MA | 158 | $8.8M | $9K |
| 3 | NELSON PIPELINE CONSTRUCTORS, LLC NELSON PIPELINE CONSTRUCTORS, LLC 401(K) SAVINGS PLAN |
FT. LUPTON CO |
| 127 |
| $3.7M |
| $8K |
