Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income R6 Mutual funds N/A in their Schedule of Assets, totaling $21.8M 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 | NICE SYSTEMS, INC. NICE SYSTEMS, INC. 401(K) PLAN | HOBOKEN NJ | 3,290 | $545.1M | $21.7M |
| 2 | APARTMENT MANAGEMENT CONSULTANTS, LLC AMC, LLC 401(K) PLAN | COTTONWOOD HEIGHTS UT | 3,634 | $23.4M | $62K |
| 3 | BRAINTREE GROUP, LLC THE 401(K) GROUP PLAN |
| 569 |
| $4.9M |
| $30K |
