Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies JP Morgan JPM Equity Income Fund R in their Schedule of Assets, totaling $65K 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 | DALBO HOLDINGS, INC. DALBO INC. 401(K) | VERNAL UT | 140 | $2.9M | $65K |
