Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s (continued) JPMorgan JPMorgan Equity Income Fund in their Schedule of Assets, totaling $1.9M 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 | PIONEER PHYSICIANS NETWORK, INC. PIONEER PHYSICIANS NETWORK, INC. 401(K) PROFIT SHARING PLAN | UNIONTOWN OH | 278 | $47.8M | $1.8M |
| 2 | SLEEP DATA HOLDINGS, LLC SLEEP DATA HOLDINGS, LLC RETIREMENT PLAN I | SAN DIEGO CA | 230 | $3.3M | $45K |
