Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Income Registered investment company in their Schedule of Assets, totaling $3.4M 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 | HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE WI | 328 | $38.9M | $1.3M |
| 2 | HAGERTY CONSULTING INC HAGERTY CONSULTING INC 401(K) PLAN | EVANSTON IL | 394 | $25.4M | $1.2M |
| 3 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST |
MENDOTA HEIGHTS MN |
| 1,387 |
| $26.6M |
| $717K |
| 4 | SKA INC SKA INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 76 | $2.4M | $104K |
| 5 | LHC, INCORPORATED LHC, INCORPORATED/THOMPSON RIVER LUMBER 401(K) PROFIT SHARING PLAN | KALISPELL MT | 234 | $13.0M | $71K |
