Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan JP Morgan Equity Income R6 # in their Schedule of Assets, totaling $6.8M 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 | GLOBAL FEDERAL CREDIT UNION GLOBAL 401(K) RETIREMENT PLAN | ANCHORAGE AK | 1,963 | $149.6M | $4.0M |
| 2 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $1.3M |
| 3 | NORTH ATLANTIC INDUSTRIES, INC. |
BOHEMIA NY |
| 214 |
| $40.2M |
| $1.3M |
| 4 | RAF INDUSTRIES, INC. RAF INDUSTRIES, INC. SAVINGS PLAN | BALA CYNWYD PA | 911 | $58.9M | $137K |
| 5 | THE BUDD GROUP, INC. BUDD GROUP, INC. 401(K) SAVINGS PLAN | WINSTON-SALEM NC | 2,283 | $5.4M | $105K |
| 6 | STORAGE ASSET MANAGEMENT, LLC STORAGE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | YORK PA | 664 | $7.4M | $62K |
