Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPmorgan Equity Income R6 Mutual fund n/a in their Schedule of Assets, totaling $6.2M 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 | REDWOOD ELECTRIC GROUP, INC. REDWOOD ELECTRIC GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 220 | $64.4M | $4.4M |
| 2 | SAKAKAWEA MEDICAL CENTER HAZEN MEMORIAL HOSPITAL ASSOCIATION 401(K) RETIREMENT PLAN | HAZEN ND | 123 | $13.8M | $604K |
| 3 | TULSA BONE AND JOINT ASSOCIATES, INC. |
TULSA OK |
| 319 |
| $45.3M |
| $291K |
| 4 | CLEARFIELD, INC. CLEARFIELD, INC. 401(K) PLAN & TRUST | BROOKLYN PARK MN | 251 | $44.3M | $234K |
| 5 | NORTHERN IMPROVEMENT COMPANY MCCORMICK INCORPORATED 401(K) PLAN | FARGO ND | 299 | $41.9M | $213K |
| 6 | DAKOTABILITIES, INC. DAKOTABILITIES 401(K) RETIREMENT PLAN | SIOUX FALLLS SD | 177 | $6.9M | $160K |
| 7 | BAILEY'S HOLDING COMPANY, INC. BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN | NORTH SALT LAKE UT | 329 | $7.6M | $132K |
| 8 | BUILDING ZONE INDUSTRIES, LLC BZI 401(K) PROFIT SHARING PLAN | KANNARRAVILLE UT | 744 | $7.3M | $107K |
| 9 | ST LUKES HOME ST. LUKES HOME 401K PLAN | DICKINSON ND | 179 | $5.7M | $55K |
| 10 | BAILEY'S CONSOLIDATED SERVICES, LLC BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN | NORTH SALT LAKE UT | 311 | $8.5M | $37K |
