Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Life Insurance Company JPMorgan Equity Income R6 in their Schedule of Assets, totaling $2.3M 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 | LEWIS BUILDERS, LLC LEWIS BUILDERS, LLC 401(K) PROFIT SHARING PLAN | ATKINSON NH | 195 | $15.2M | $1.6M |
| 2 | EAST COAST LUMBER & BUILDING SUPPLY CO. LLC EAST COAST LUMBER & BUILDING SUPPLY CO., LLC. 401(K) PROFIT SHARING PLAN | EAST HAMPSTEAD NH | 111 | $6.4M | $644K |
