Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income Fund Class R6 - in their Schedule of Assets, totaling $111.0M 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 | CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN | CHICAGO IL | 7,037 | $1.1B | $23.4M |
| 2 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $20.6M |
| 3 | LATHROP GPM LLP |
KANSAS CITY MO |
| 488 |
| $349.2M |
| $10.3M |
| 4 | PEDIATRIC FACULTY FOUNDATION PEDIATRIC FACULTY FOUNDATION DEFINED CONTRIBUTION PLAN | CHICAGO IL | 961 | $553.0M | $10.2M |
| 5 | INSTITUTE OF GAS TECHNOLOGY GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN | DES PLAINES IL | 299 | $102.8M | $5.8M |
| 6 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $5.6M |
| 7 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 4,389 | $412.4M | $5.4M |
| 8 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $5.0M |
| 9 | INSTITUTE OF GAS TECHNOLOGY GTI SUPPLEMENTAL RETIREMENT ANNUITY PLAN | DES PLAINES IL | 332 | $156.0M | $4.9M |
| 10 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $3.7M |
