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 $15.5M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $7.9M |
| 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 | ARC EXCESS & SURPLUS, LLC ARC EXCESS & SURPLUS, LLC 401(K) PLAN | JERICHO NY | 180 | $32.6M | $386K |
| 7 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $279K |
| 8 | MARQUETTE MANAGEMENT, INC. MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN | NAPERVILLE IL | 255 | $14.2M | $272K |
| 9 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $230K |
| 10 | REDWITZ, INC. REDWITZ BUSINESS SOLUTIONS EMPLOYEES' 401(K) PLAN | IRVINE CA | 155 | $14.3M | $221K |
