Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Jpmorgan Equity Income R6 Fund in their Schedule of Assets, totaling $8.1M 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 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 184 | $92.3M | $4.4M |
| 2 | REHAU INCORPORATED REHAU RETIREMENT SAVINGS PLAN | LEESBURG VA | 781 | $83.0M | $1.7M |
| 3 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
HOUSTON TX |
| 409 |
| $24.3M |
| $817K |
| 4 | FIDELITONE, LLC FIDELITONE RETIREMENT SAVINGS PLAN | WAUCONDA IL | 618 | $19.6M | $616K |
| 5 | REGED, INC. REGED 401(K) PLAN | MORRISVILLE NC | 364 | $37.3M | $258K |
| 6 | J.A. WATTS, INC. J.A. WATTS, INC. 401(K) PLAN | CHICAGO IL | 135 | $13.9M | $240K |
| 7 | CHANDLER SIGNS, LLC CHANDLER SIGNS, LLC 401(K) PLAN | FT WORTH TX | 241 | $17.3M | $64K |
