Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Jpmorgan Equity Income R6 Mutual Funds in their Schedule of Assets, totaling $16.2M 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 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $9.5M |
| 2 | DODGE CONSTRUCTION NETWORK LLC DODGE CONSTRUCTION NETWORK 401(K) SAVINGS PLAN | HAMILTON TOWNSHIP NJ | 459 | $117.2M | $2.0M |
| 3 | LANDIS SUPERMARKET, INC. LANDIS SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN |
TELFORD PA |
| 222 |
| $12.9M |
| $1.2M |
| 4 | GEMI MANAGEMENT COMPANY, INC. HADDAD DEALERSHIPS 401(K) PLAN | PITTSFIELD MA | 190 | $9.4M | $1.0M |
| 5 | CONSUMERS CREDIT UNION CONSUMERS CREDIT UNION 401(K) PLAN AND TRUST | LAKE FOREST IL | 485 | $43.9M | $754K |
| 6 | COLUMBIA COMMUNITY MENTAL HEALTH COLUMBIA COMMUNITY MENTAL HEALTH 403(B) PLAN | ST HELENS OR | 197 | $10.6M | $458K |
| 7 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON LA | 330 | $15.8M | $364K |
| 8 | CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS RETIREMENT PLAN AND TRUST | SACRAMENTO IA | 1,508 | $20.0M | $222K |
| 9 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $182K |
| 10 | SIMSPACE CORPORATION SIMSPACE CORPORATION 401(K) PLAN | BOSTON MA | 172 | $13.0M | $161K |
