JP Morgan US Equity Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $16.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
39
Reported interest (EOY)
$16.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: JP Morgan US Equity Fund, JP Morgan US Equity, JP Morgan US Equity Class R3. Counts combine all variants of the same investment.
Plans holding JP Morgan US Equity Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 25,713 | $550.4M | $9.1M |
| 2 | MINUTEMAN PRESS INTERNATIONAL, INC. MINUTEMAN PRESS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NY | 86 | $24.1M | $2.8M |
| 3 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $867K |
| 4 | NORTHERN STAR INDUSTRIES, INC. NORTHERN STAR INDUSTRIES, INC. 401K PROFIT SHARING PLAN | IRON MOUNTAIN MI | 268 | $0 | $770K |
| 5 | KNUDTSEN CHEVROLET COMPANY KNUDTSEN CHEVROLET 401(K) RETIREMENT SAVINGS PLAN | POST FALLS ID | 130 | $9.4M | $398K |
| 6 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $279K |
| 7 | MARQUETTE MANAGEMENT, INC. MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN | NAPERVILLE IL | 255 | $14.2M | $272K |
| 8 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $230K |
| 9 | REDWITZ, INC. REDWITZ BUSINESS SOLUTIONS EMPLOYEES' 401(K) PLAN | IRVINE CA | 155 | $14.3M | $221K |
| 10 | CHALLENGER GROUP SUPPORT LLC CHALLENGER GROUP SUPPORT LLC 401(K) PLAN | COLORADO SPRINGS CO | 164 | $10.4M | $204K |
See all 39 plans holding JP Morgan US Equity Fund
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