Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income R6 (1) in their Schedule of Assets, totaling $142K 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 | CHANNING HOUSE CHANNING HOUSE 403(B) PLAN | PALO ALTO CA | 180 | $7.0M | $142K |
