Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Jpmorgan Equity Income R6 Mutual fund in their Schedule of Assets, totaling $142.0M 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 | LEAR CORPORATION LEAR CORPORATION SALARIED RETIREMENT PROGRAM | SOUTHFIELD MI | 2,813 | $1.2B | $26.5M |
| 2 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $12.6M |
| 3 | COMMUNICATIONS TEST DESIGN, INC. COMMUNICATIONS TEST DESIGN, INC. 401(K) PROFIT SHARING PLAN |
WEST CHESTER PA |
| 8,636 |
| $408.9M |
| $9.8M |
| 4 | TOUCHPOINT, INC. TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN | CONCORDVILLE PA | 777 | $149.8M | $7.7M |
| 5 | LEAR CORPORATION LEAR CORPORATION HOURLY RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 6,562 | $179.1M | $6.6M |
| 6 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $6.2M |
| 7 | KCG, INC. KCG, INC. 401(K) PLAN | LENEXA KS | 822 | $40.9M | $5.6M |
| 8 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $3.6M |
| 9 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN | ATLANTA GA | 1,353 | $62.4M | $3.4M |
| 10 | MID-AMERICA APARTMENT COMMUNITIES, INC. MAA 401(K) SAVINGS PLAN | GERMANTOWN TN | 2,142 | $143.6M | $3.4M |
