Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Premium Income Fund in their Schedule of Assets, totaling $131K 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. WAVERLY ADVISORS, LLC PEP | JACKSONVILLE FL | 235 | $3.3M | $126K |
| 2 | BMK ENTERPRISES LLC ROBERT J. HENSEN PROFIT SHARING PLAN | MISSION VIEJO CA | 55 | $523K | $5K |
