Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JPMorgan JPMorgan Equity Income - in their Schedule of Assets, totaling $39.1M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $14.3M |
| 2 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $10.9M |
| 3 | WISCONSIN DIAGNOSTIC LABORATORIES |
MILWAUKEE WI |
| 442 |
| $59.8M |
| $5.1M |
| 4 | KOHRS LONNEMANN HEIL ENGINEERS, INC. KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | FORT THOMAS KY | 117 | $20.2M | $2.4M |
| 5 | HAMILTON CARDIOLOGY ASSOCIATES, P.A. HAMILTON CARDIOLOGY ASSOCIATES, P.A. 401(K) PLAN | HAMILTON TOWNSHIP NJ | 87 | $20.4M | $1.6M |
| 6 | IMANAGE LLC IMANAGE LLC 401(K) PLAN | CHICAGO IL | 630 | $90.3M | $1.4M |
| 7 | LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC LUMIN8 TRANSPORTATION TECHNOLOGIES, LLC 401(K) PLAN | ARVADA CO | 358 | $19.6M | $1.2M |
| 8 | COMMUNITY PSYCHIATRY MANAGEMENT, LLC MINDPATH HEALTH RETIREMENT PLAN | SACRAMENTO CA | 971 | $64.5M | $921K |
| 9 | ALPINE LUMBER COMPANY ALPINE LUMBER COMPANY 401(K) PLAN | WESTMINSTER CO | 600 | $28.0M | $510K |
| 10 | KANNEGIESSER ETECH, INC. KANNEGIESSER ETECH, INC. 401(K) PLAN | MINNEAPOLIS MN | 206 | $20.1M | $457K |
