Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jpmorgan Income R6 Registered Investment Company in their Schedule of Assets, totaling $6.7M 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 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $3.2M |
| 2 | DIGIMARC CORPORATION DIGIMARC 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 176 | $60.1M | $2.3M |
| 3 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST |
TREVOSE PA |
| 2,594 |
| $80.1M |
| $502K |
| 4 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $259K |
| 5 | TAYLOR MACHINE WORKS, INC. TAYLOR MACHINE WORKS, INC. BARGAINING UNIT 401(K) PLAN | LOUISVILLE MS | 469 | $18.8M | $240K |
| 6 | MBMS, LLC MBMS 401K PLAN | NEWARK DE | 174 | $12.8M | $188K |
| 7 | WEBBANK CORPORATION WEBBANK 401(K) SAFE HARBOR PLAN | SALT LAKE CITY UT | 237 | $28.5M | $19K |
