Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund in their Schedule of Assets, totaling $577K 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 | FINGER LAKES COMMUNITY HEALTH FINGER LAKES COMMUNITY HEALTH 401(K) PROFIT SHARING PLAN | PENN YAN NY | 209 | $11.6M | $212K |
| 2 | HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSI CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | ORANGE PARK FL | 114 | $19.0M | $186K |
| 3 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. |
MANCHESTER CT |
| 116 |
| $13.8M |
| $143K |
| 4 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN | SOUTH WINDSOR CT | 93 | $11.4M | $35K |
