Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Income R6 Registered Investment Companies in their Schedule of Assets, totaling $1.8M 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 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $1.4M |
| 2 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $264K |
| 3 | UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC |
CANTON NY |
| 202 |
| $8.4M |
| $44K |
| 4 | TIDES ADVOCACY TIDES ADVOCACY 401(K) PLAN | LOS ANGELES CA | 271 | $10.3M | $17K |
| 5 | RESCUE MISSION ALLIANCE OF SYRACUSE, NY RESCUE MISSION 401(K) RETIREMENT BENEFIT PLAN | SYRACUSE NY | 399 | $6.2M | $14K |
