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 R6 N/R in their Schedule of Assets, totaling $186.7M 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 | PRECISION CASTPARTS CORP. PRECISION CASTPARTS CORP. 401(K) RETIREMENT SAVINGS PLAN | LAKE OSWEGO OR | 17,695 | $2.5B | $95.4M |
| 2 | THE CHILDREN'S HOSPITAL OF PHILADELPHIA THE CHILDREN'S HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 19,833 | $2.5B | $87.3M |
| 3 | CORROHEALTH, INC. |
PLANO TX |
| 3,420 |
| $105.2M |
| $1.5M |
| 4 | THR PROPERTY MANAGEMENT, LP/ DBA INVITATION HOMES INVITATION HOMES 401(K) PLAN | DALLAS TX | 1,811 | $66.4M | $909K |
| 5 | VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON MA | 216 | $19.1M | $845K |
| 6 | THE CHILDREN'S HOSPITAL OF PHILADELPHIA THE CHILDREN'S HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES | PHILADELPHIA PA | 1,522 | $36.4M | $426K |
| 7 | RISO, INC. RISO 401(K) RETIREMENT PLAN | WOBURN MA | 51 | $19.8M | $246K |
