Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $235.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: JP Morgan Large CAP Growth Fund IS, JP Morgan Large CAP Growth IS, JP Morgan Large CAP Growth FD IS. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SUMITOMO ELECTRIC WIRING SYSTEMS INC. SUMITOMO ELECTRIC WIRING SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN | BOWLING GREEN KY | 1,887 | $217.8M | $34.7M |
| 2 | CVB FINANCIAL CORP. CVB FINANCIAL CORP. 401(K) & PROFIT SHARING PLAN | ONTARIO CA | 1,073 | $207.1M | $27.4M |
| 3 | FIRST BRANDS GROUP, LLC |
CLEVELAND OH |
| 6,024 |
| $302.9M |
| $25.5M |
| 4 | CHESTERMAN COMPANY CHESTERMAN COMPANY 401(K) PROFIT SHARING PLAN | SIOUX CITY IA | 1,950 | $128.4M | $19.7M |
| 5 | AMERICAN WOODMARK CORPORATION AMERICAN WOODMARK CORPORATION RETIREMENT SAVINGS PLAN | WINCHESTER VA | 5,403 | $396.6M | $19.6M |
| 6 | WILMINGTON SAVINGS FUND SOCIETY, FSB WSFS FINANCIAL CORPORATION SECTION 401(K) SAVINGS & RETIREMENT PLAN | WILMINGTON DE | 2,277 | $304.8M | $18.7M |
| 7 | SMBC MANUBANK SMBC MANUBANK SAVINGS SYSTEM | LOS ANGELES CA | 987 | $142.0M | $14.6M |
| 8 | AXON ENTERPRISE, INC. AXON 401(K) PLAN | SCOTTSDALE AZ | 3,982 | $328.4M | $14.0M |
| 9 | PHYSICIANS' CLINIC OF IOWA, P.C. PHYSICIANS' CLINIC OF IOWA, P.C. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 461 | $124.9M | $11.9M |
| 10 | CU DIRECT CORPORATION CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN | ONTARIO CA | 639 | $142.6M | $7.7M |
