Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Jpmorgan Equity Income R6 Pooled Separate Account in their Schedule of Assets, totaling $3.7M 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 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $1.3M |
| 2 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN | MONTGOMERY AL | 246 | $14.0M | $1.1M |
| 3 | SCION GROUP MANAGEMENT, INC. SCION GROUP 401(K) PLAN |
CHICAGO IL |
| 1,417 |
| $19.9M |
| $637K |
| 4 | YOUTH CO-OP, INC. YOUTH CO-OP, INC. RETIREMENT PLAN | MIAMI FL | 265 | $17.5M | $434K |
| 5 | STRESSCRETE, INC. STRESSCRETE GROUP US 401(K) PLAN | NORTHPORT AL | 187 | $5.2M | $177K |
| 6 | PMI RESOURCE, LLC PMI RESOURCE, LLC | SHREVEPORT LA | 390 | $9.6M | $41K |
| 7 | INNS OF AURORA, LLC INNS OF AURORA, LLC 401(K) PLAN | AURORA NY | 161 | $3.4M | $19K |
| 8 | IRVINE TECHNOLOGY CORPORATION IRVINE TECHNOLOGY CORPORATION 401(K) PLAN | SANTA ANA CA | 87 | $6.0M | $11K |
