Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Nationwide Trust Co., FSB JPMorgan Equity Income in their Schedule of Assets, totaling $2.9M 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 | RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN NV | 1,232 | $34.3M | $2.9M |
