Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 77 U.S. retirement plans report holding Jpmorgan JPMORGAN EQUITY INCOME R6 in their Schedule of Assets, totaling $161.4M 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 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $54.0M |
| 2 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $18.2M |
| 3 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM |
WHITE PLAINS NY |
| 5,180 |
| $627.5M |
| $13.0M |
| 4 | ASPLUNDH TREE EXPERT, LLC VEGETATION AND UTILITY SERVICES EMPLOYEES 401(K) SAVINGS PLAN | WILLOW GROVE PA | 22,463 | $323.4M | $11.9M |
| 5 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $10.7M |
| 6 | THE HAIN CELESTIAL GROUP, INC. THE HAIN CELESTIAL GROUP 401(K) PLAN | HOBOKEN NJ | 959 | $98.7M | $3.9M |
| 7 | HARBORONE BANK HARBORONE 401(K) PLAN | BROCKTON MA | 407 | $80.3M | $3.2M |
| 8 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $3.1M |
| 9 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $2.9M |
| 10 | TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO OR | 1,323 | $120.4M | $2.7M |
