Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Equity Income Ret Opt. Pooled Separate Account in their Schedule of Assets, totaling $2.3M 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 | NAUTILUS INTERNATIONAL HOLDING CORPORATION NAUTILUS INTERNATIONAL HOLDING CORPORATION 401(K) PLAN | LONG BEACH CA | 357 | $17.7M | $1.2M |
| 2 | NAUTILUS INTERNATIONAL HOLDING CORP NAUTILUS INTERNATIONAL HOLDING CORPORATION PENSION PLAN | LONG BEACH CA | 8 | $31.1M | $821K |
| 3 | KENNIES MARKETS, INC. |
LITTLESTOWN PA |
| 155 |
| $3.6M |
| $317K |
