Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Equity Income R4 in their Schedule of Assets, totaling $10.0M 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 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $3.8M |
| 2 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 1,994 | $92.8M | $3.7M |
| 3 | BEUMER CORPORATION BEUMER 401(K) PLAN |
SOMERSET NJ |
| 292 |
| $34.4M |
| $1.2M |
| 4 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $749K |
| 5 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $276K |
| 6 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $202K |
| 7 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $132K |
| 8 | SMITH NOBLE HOME, INC SMITH NOBLE HOME, INC 401(K) PLAN | IRVINE CA | 118 | $5.5M | $4K |
