Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Equity Income Select in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $1.9M |
| 2 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN | CAMBRIDGE MA | 316 | $55.5M | $1.7M |
| 3 | BELLARMINE UNIVERSITY |
LOUISVILLE KY |
| 465 |
| $104.0M |
| $1.7M |
| 4 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $235K |
| 5 | AMIDA CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR AMIDA CARE, INC. | NEW YORK NY | 180 | $18.1M | $6K |
