Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Transamerica Financial Life Insurance Company JPMorgan Equity Income (1) in their Schedule of Assets, totaling $866K 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 | GAR LABORATORIES, INC. GAR LABORATORIES, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE CA | 134 | $6.5M | $254K |
| 2 | PASCHALL TRUCK LINES, INC PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN | MURRY KY | 963 | $12.8M | $202K |
| 3 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS |
SAN ANTONIO TX |
| 2,769 |
| $18.1M |
| $122K |
| 4 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $82K |
| 5 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $65K |
| 6 | SUMMA REHAB HOSPITAL SUMMA REHAB HOSPITAL RETIREMENT PLAN | AKRON OH | 242 | $5.6M | $60K |
| 7 | WESTSIDE CHILDREN'S THERAPY WESTSIDE CHILDREN'S THERAPY 401(K) PLAN | MOKENA IL | 662 | $5.4M | $35K |
| 8 | PITT ELECTRIC, ORI, LLC PITT ELECTRIC ORI, LLC 401(K) PLAN | GREENVILLE NC | 199 | $2.8M | $26K |
| 9 | CMC CORPORATION CMC CORPORATION 401(K) PLAN | CARY NC | 158 | $920K | $9K |
| 10 | TREXTEL LLC TREXTEL LLC 401 K PROFIT SHARING PLAN TRUST | DULUTH GA | 38 | $1.7M | $6K |
