Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Funds Equity Income Fund in their Schedule of Assets, totaling $1.1M 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 | PITLIK & WICK, INC. PITLIK & WICK, INC. 401(K) PROFIT SHARING PLAN | EAGLE RIVER WI | 160 | $22.9M | $648K |
| 2 | ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA WI | 124 | $13.3M | $426K |
