Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income Fund Class R5 in their Schedule of Assets, totaling $5.3M 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 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN | ALSIP IL | 473 | $105.3M | $3.6M |
| 2 | PARKVIEW ORTHOPAEDIC GROUP, S.C. PARKVIEW ORTHOPAEDIC GROUP, S.C. PROFIT SHARING PLAN AND TRUST | PALOS HEIGHTS IL | 105 | $28.9M | $800K |
| 3 | LITEX INDUSTRIES, INC. |
GRAND PRARIE TX |
| 327 |
| $24.8M |
| $600K |
| 4 | APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA MD | 165 | $7.0M | $150K |
| 5 | INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA VA | 98 | $10.3M | $84K |
| 6 | AMATUS HEALTH AMATUS HEALTH 401(K) PLAN | OWINGS MILLS MD | 350 | $2.3M | $47K |
| 7 | POMONA COMMUNITY HEALTH CENTER POMONA COMMUNITY HEALTH CENTER 403(B) PLAN | POMONA CA | 0 | $0 | $43K |
