Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income R6 N/R in their Schedule of Assets, totaling $3.7M 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 | WB HOLDINGS, INC. WB HOLDINGS, INC. 401(K) PLAN | ALLENTON WI | 359 | $34.7M | $2.0M |
| 2 | STEADFAST INVESTMENT PROPERTIES, INC. STEADFAST 401(K) PLAN | IRVINE CA | 121 | $20.7M | $1.7M |
| 3 | THE GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER THE GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER 401(K) PLAN |
WOODBRIDGE VA |
| 186 |
| $5.8M |
| $32K |
