Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 119 U.S. retirement plans report holding jpmorgan equity income r6 in their Schedule of Assets, totaling $167.9M 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 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $23.1M |
| 2 | FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON NJ | 3,665 | $345.6M | $17.0M |
| 3 | ALBERT EINSTEIN COLLEGE OF MEDICINE |
BRONX NY |
| 2,100 |
| $593.5M |
| $12.7M |
| 4 | THYSSENKRUPP MATERIALS NA, INC. THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN | SOUTHFIELD MI | 4,032 | $387.9M | $11.6M |
| 5 | COMPUTACENTER UNITED STATES INC. COMPUTACENTER 401(K) PLAN | WESTWOOD MA | 1,608 | $177.1M | $8.0M |
| 6 | THE WONDERFUL COMPANY THE WONDERFUL COMPANY LLC 401(K) PLAN | LOS ANGELES CA | 5,637 | $590.0M | $7.4M |
| 7 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $6.2M |
| 8 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $4.6M |
| 9 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $4.3M |
| 10 | GRAPHICS-ATLANTA, LLC GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN | STONE MOUNTAIN GA | 410 | $37.3M | $3.9M |
