Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income Fund R6 N/R in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORTIS LIFE SCIENCES LLC FORTIS LIFE SCIENCES, LLC 401(K) PLAN | WALTHAM MA | 212 | $21.0M | $2.1M |
| 2 | EVERGEN EVERGEN 401(K) PLAN | ALACHUA FL | 671 | $61.5M | $1.7M |
| 3 | ELO TOUCH SOLUTIONS, INC. ELO TOUCH SOLUTIONS, INC. 401(K) PLAN |
| 213 |
| $33.9M |
| $534K |
| 4 | PARALLEL WIRELESS, INC. PARALLEL WIRELESS, INC. 401(K) PLAN | NASHUA NH | 71 | $7.6M | $370K |
| 5 | SURGALIGN TECHNOLOGIES, INC SECTION 401(K) PLAN FOR EMPLOYEES OF SURGALIGN SPINE TECHNOLOGIES, INC. | DEERFIELD IL | 29 | $22.9M | $276K |
