Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income Fund - in their Schedule of Assets, totaling $32.4M 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 | BOSCOV'S, INC. BOSCOV'S 401(K) DEFINED CONTRIBUTION PLAN | READING PA | 6,826 | $147.2M | $5.0M |
| 2 | ILLINOIS BONE AND JOINT INSTITUTE, LLC ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN | DES PLAINES IL | 2,354 | $287.0M | $4.2M |
| 3 | TRANS-MATIC MFG. CO., INC. |
HOLLAND MI |
| 235 |
| $45.0M |
| $3.0M |
| 4 | FUELCELL ENERGY, INC. FUELCELL ENERGY INC. CAPITAL ACCUMULATION PLAN | DANBURY CT | 416 | $84.4M | $2.8M |
| 5 | RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 150 | $52.0M | $2.4M |
| 6 | HAND FAMILY COMPANIES, LLC HAND FAMILY COMPANIES, LLC 401(K) RETIREMENT PLAN | CLARKSVILLE TN | 568 | $51.5M | $2.3M |
| 7 | GOODWIN UNIVERSITY, INC. GOODWIN UNIVERSITY SAVINGS AND RETIREMENT PLAN | EAST HARTFORD CT | 852 | $31.2M | $2.2M |
| 8 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $1.9M |
| 9 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $1.7M |
| 10 | PARFUMS DE COEUR, LTD. PARFUMS DE COEUR, LTD. PROFIT SHARING 401(K) PLAN | STAMFORD CT | 113 | $19.6M | $835K |
