Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JPMorgan Equity Income R6 JPMorgan 0 in their Schedule of Assets, totaling $9.5M 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 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $3.4M |
| 2 | MANUFACTURING TECHNOLOGY INC. MANUFACTURING TECHNOLOGY INC DEFERRED COMPENSATION PLAN AND TRUST | SOUTH BEND IN | 78 | $18.5M | $1.1M |
| 3 | PHYSICIAN'S COMPUTER COMPANY |
WINOOSKI VT |
| 113 |
| $21.7M |
| $769K |
| 4 | F.C. HAAB CO., INC. F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN | BALA CYNWYD PA | 113 | $25.5M | $657K |
| 5 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $526K |
| 6 | THE LOOMIS COMPANY THE LOOMIS COMPANY 401(K) PROFIT SHARING PLAN | WYOMISSING PA | 321 | $20.9M | $494K |
| 7 | THE LEGAL AID BUREAU OF BUFFALO, INC. LEGAL AID BUREAU OF BUFFALO, INC. RETIREMENT PLAN | BUFFALO NY | 155 | $15.2M | $404K |
| 8 | VIP STRUCTURES, INC. VIP FAMILY OF COMPANIES RETIREMENT PLAN | SYRACUSE NY | 133 | $18.1M | $290K |
| 9 | NORTH AMERICAN HERITAGE SERVICES, INC. NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | LEXINGTON KY | 123 | $15.2M | $270K |
| 10 | NEWELL COACH CORPORATION NEWELL COACH CORPORATION EE'S SAVINGS & PSP | MIAMI OK | 197 | $21.1M | $266K |
