Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMORGAN JPMORGAN EQUITY INCOME R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.6M 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 | FAMILY RESOURCES AGENCY INC. FAMILY RESOURCE AGENCY INC. 403(B) RETIREMENT PLAN | CLEVELAND TN | 404 | $9.5M | $774K |
| 2 | RENSHAW AND RENSHAW MANAGEMENT GROUP, INC. RENSHAW AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | HOPKINSVILLE KY | 251 | $9.1M | $738K |
| 3 | FAMILY CARE HEALTH CENTERS |
ST LOUIS MO |
| 181 |
| $17.6M |
| $30K |
| 4 | HEART OF TEXAS GOODWILL INDUSTRIES INC. HEART OF TEXAS GOODWILL INDUSTRIES 403B PLAN | WACO TX | 444 | $1.5M | $14K |
