Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income R6 Mutual Fund Shares in their Schedule of Assets, totaling $303K 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 | NORTH COBB CHRISTIAN SCHOOL INC. NORTH COBB CHRISTIAN SCHOOL 403B PLAN | KENNESAW GA | 320 | $8.4M | $169K |
| 2 | LITTLE RIVER MEDICAL CENTER INC. LITTLE RIVER MEDICAL CENTER INC. 403B PLAN | LITTLE RIVER SC | 373 | $14.3M | $134K |
