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 Funds in their Schedule of Assets, totaling $2.6M 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 | HEARTLAND, LLC HEARTLAND, LLC 401(K) PLAN | KANSAS CITY MO | 3,536 | $46.1M | $2.4M |
| 2 | HB INTERMOUNTAIN HOLDINGS, LLC HB INTERMOUNTAIN HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | DRAPER UT | 286 | $17.0M | $237K |
