Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan Equity Income R6 Registered investment company - in their Schedule of Assets, totaling $33.6M 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 | SUNPOWER CORPORATION SUNPOWER CORPORATION 401(K) SAVINGS PLAN | RICHMOND CA | 2,106 | $155.4M | $17.0M |
| 2 | BI-MART CORPORATION BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | EUGENE OR | 2,446 | $107.0M | $5.0M |
| 3 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. |
NEW YORK NY |
| 104 |
| $41.8M |
| $1.6M |
| 4 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $1.6M |
| 5 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $1.4M |
| 6 | THE WM GEORGE AGENCY FOR CHILD SVCS THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES, INC. RETIREMENT PLAN | FREEVILLE NY | 373 | $16.9M | $1.2M |
| 7 | NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA MT | 202 | $28.7M | $1.1M |
| 8 | RESONETICS, LLC RESONETICS 401K PLAN | NASHUA NH | 1,100 | $60.2M | $673K |
| 9 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $640K |
| 10 | CANINE COMPANIONS FOR INDEPENDENCE, INC. THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. | SANTA ROSA CA | 307 | $26.7M | $559K |
