Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund R6 in their Schedule of Assets, totaling $10.3M 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 | BALLY'S MANAGEMENT GROUP, LLC BALLY'S 401(K) PLAN | LINCOLN RI | 6,731 | $175.4M | $6.6M |
| 2 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $1.2M |
| 3 | 360INSIGHTS USA LTD. 360INSIGHTS (USA) LTD. 401(K) PLAN |
NEW ORLEANS LA |
| 177 |
| $15.0M |
| $660K |
| 4 | MAINFREIGHT USA PARTNERSHIP MAINFREIGHT USA PARTNERSHIP 401(K) RETIREMENT PLAN | CARSON CA | 1,344 | $65.4M | $586K |
| 5 | ROADBUILDERS MACHINERY AND SUPPLY CO INC ROADBUILDERS MACHINERY AND SUPPLY CO INC 401K PROFIT SHARING PLAN | KANSAS CITY KS | 122 | $20.0M | $376K |
| 6 | SHERMAN BROS. INC. SHERMAN BROS. 401(K) PLAN | HARRISBURG OR | 71 | $3.5M | $329K |
| 7 | LIFESOUTH COMMUNITY BLOOD CENTERS INC. LIFESOUTH RETIREMENT PLAN | GAINESVILLE FL | 597 | $28.5M | $232K |
| 8 | MNET FINANCIAL, LLC MNET FINANCIAL, LLC, PROFIT SHARING PLAN | ALISO VIEJO CA | 179 | $6.2M | $225K |
| 9 | VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 95 | $17.8M | $17K |
