Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding JPMorgan Equity income # in their Schedule of Assets, totaling $29.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $7.3M |
| 2 | IVINSON MEMORIAL HOSPITAL IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN | LARAMIE WY | 639 | $58.4M | $4.7M |
| 3 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
PHILADELPHIA PA |
| 625 |
| $49.5M |
| $2.4M |
| 4 | CJOK, INC. DBA RAIRDON'S DODGE CHRYSLER JEEP OF KIRKLAND RAIRDON AUTO GROUP 401(K) PLAN | BOTHELL WA | 562 | $13.9M | $2.3M |
| 5 | PRINCE MANUFACTURING CORPORATION PRINCE MANUFACTURING CORPORATION 401(K) RETIREMENT PLAN | NORTH SIOUX CITY SD | 195 | $51.7M | $2.2M |
| 6 | ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC. ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | DUBLIN OH | 1,014 | $97.7M | $1.7M |
| 7 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $1.4M |
| 8 | THE LILLY COMPANY THE LILLY COMPANY 401(K) PLAN | MEMPHIS TN | 283 | $24.7M | $1.4M |
| 9 | O & W, INC. O & W, INC. 401(K) RETIREMENT PLAN | YPSILANTI MI | 173 | $18.6M | $1.1M |
| 10 | RR INVESTMENTS, INC. DBA MILLION AIR DALLAS RR INVESTMENTS, INC. 401(K) RETIREMENT PLAN | ADDISON TX | 112 | $11.0M | $771K |
