Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding JPMorgan Equity Income R6 JP Morgan 0 in their Schedule of Assets, totaling $36.2M 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 | VESSCO, INC. VESSCO INC RETIREMENT PLAN | CHANHASSEN MN | 1,264 | $182.0M | $6.9M |
| 2 | WESTMONT INDUSTRIES LLC WESTMONT GROUP EMPLOYEES' 401(K) PLAN | SANTA FE SPRINGS CA | 202 | $21.4M | $1.5M |
| 3 | INVENTEC DISTRIBUTION (NORTH AMERICA) CORP. INVENTEC 401(K) RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 80 |
| $26.0M |
| $1.2M |
| 4 | PIERCE'S FLOORING, INC. PIERCE COMPANIES 401(K) PLAN | BILLINGS MT | 135 | $15.0M | $1.1M |
| 5 | MJH HEALTHCARE HOLDINGS, LLC MJH HEALTHCARE HOLDINGS, LLC 401K PLAN | CRANBURY NJ | 843 | $40.1M | $1.0M |
| 6 | FIRST STATE BANK OF MIDDLEBURY FIRST STATE BANK OF MIDDLEBURY 401(K) PSP | MIDDLEBURY IN | 105 | $19.6M | $1.0M |
| 7 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $982K |
| 8 | MIDWEST VISION PARTNERS MANAGEMENT HOLDINGS, LLC MIDWEST VISION PARTNERS 401(K) PLAN | CHICAGO IL | 1,428 | $57.8M | $911K |
| 9 | CHAMPLAIN CABLE CORPORATION CHAMPLAIN CABLE CORPORATION 401(K) PLAN | COLCHESTER VT | 62 | $16.1M | $902K |
| 10 | CARE DESIGN NY, LLC CARE DESIGN NY 401(K) PLAN | ALBANY NY | 1,134 | $50.6M | $899K |
