Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JP Morgan Equity Income Fund R6 in their Schedule of Assets, totaling $3.8M 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 | LIBERTY FEDERAL CREDIT UNION LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | EVANSVILLE IN | 603 | $49.8M | $2.6M |
| 2 | ARRO HOLDINGS, LLC ARRO HOLDINGS, LLC 401(K) PLAN | LITITZ PA | 145 | $11.1M | $1.2M |
