Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Income Fund Mutual fund in their Schedule of Assets, totaling $4.8M 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 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $4.5M |
| 2 | MILBANK MANUFACTURING CO. MILBANK COMPANIES 401(K) PROFIT SHARING RETIREMENT PLAN | KANSAS CITY MO | 848 | $74.2M | $215K |
| 3 | APPLIED MINDS, LLC APPLIED MINDS, LLC 401(K) PLAN |
BURBANK CA |
| 50 |
| $15.4M |
| $34K |
| 4 | TOKIO MARINE HIGHLAND INSURANCE SERVICES, INC. TOKIO MARINE HIGHLAND 401K PLAN | SOUTH PASADENA CA | 140 | $21.9M | $32K |
| 5 | ABODE COMMUNITIES ABODE COMMUNITIES 401(K) PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 173 | $10.6M | $18K |