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 R6 in their Schedule of Assets, totaling $8.1M 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 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $7.9M |
| 2 | SOUTHWEST ELECTRIC CO. SOUTHWEST ELECTRIC CO. CORPORATE 401(K) PLAN | OKLAHOMA CITY OK | 196 | $11.4M | $219K |
