Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Jpm Equity Income R6 in their Schedule of Assets, totaling $85.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $58.5M |
| 2 | ROBINS KAPLAN LLP ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN | MINNEAPOLIS MN | 447 | $382.5M | $21.4M |
| 3 | THE WESTERN SUGAR COOPERATIVE THE WESTERN SUGAR COOPERATIVE SALARIED SAVINGS AND INVESTMENT PLAN |
DENVER CO |
| 185 |
| $52.6M |
| $2.8M |
| 4 | BOWDITCH & DEWEY, LLP BOWDITCH & DEWEY PROFIT SHARING PLAN | WORCESTER MA | 118 | $70.2M | $2.0M |
| 5 | THE WESTERN SUGAR COOPERATIVE THE WESTERN SUGAR COOPERATIVE HOURLY SAVINGS AND INVESTMENT PLAN | DENVER CO | 410 | $33.4M | $425K |
| 6 | INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. INTERNATIONAL COUNCIL OF SHOPPING CENTERS SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 112 | $29.4M | $277K |
| 7 | SENTINEL INTEGRITY SOLUTIONS, INC. SENTINEL INTEGRITY SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 424 | $21.0M | $132K |
| 8 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $81K |
