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 N/R in their Schedule of Assets, totaling $1.5M 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 | DIVERSATEK, INC. DIVERSATEK, INC. SAVINGS PLAN | MILWAUKEE WI | 208 | $17.5M | $869K |
| 2 | DAKKOTA INTEGRATED SYSTEMS, LLC DAKKOTA INTEGRATED SYSTEMS 401(K) PLAN | BRIGHTON MI | 1,639 | $45.0M | $504K |
| 3 | CHANDLER HALL HEALTH SERVICES, INC. CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN |
NEWTOWN PA |
| 201 |
| $7.6M |
| $145K |
