Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income Fund ‐ R6 in their Schedule of Assets, totaling $36.0M 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 | BRASKEM AMERICA, INC. BRASKEM RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 782 | $230.0M | $7.2M |
| 2 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $4.5M |
| 3 | KENWAL STEEL CORPORATION KENWAL GROUP RETIREMENT SAVINGS PLAN |
DEARBORN MI |
| 290 |
| $38.9M |
| $4.0M |
| 4 | GENTLE GIANT EMPLOYMENT COMPANY, LLC GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN | WINCHESTER MA | 180 | $34.6M | $4.0M |
| 5 | ORLANDO ORTHOPAEDIC CENTER M.D. P.A. ORLANDO ORTHOPAEDIC CENTER M.D. P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 230 | $53.0M | $2.5M |
| 6 | CADILLAC PRODUCTS AUTOMOTIVE COMPANY CADILLAC PRODUCTS AUTOMOTIVE COMPANY 401(K) PLAN | TROY MI | 126 | $21.7M | $2.0M |
| 7 | AUSTIN COLLEGE AUSTIN COLLEGE RETIREMENT PLAN | SHERMAN TX | 331 | $65.6M | $1.6M |
| 8 | CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA CA | 287 | $47.1M | $1.6M |
| 9 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $1.6M |
| 10 | WATERTON ASSOCIATES WATERTON 401(K) PROFIT SHARING PLAN | CHICAGO IL | 815 | $53.6M | $1.1M |
