Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 289 retirement plans report an interest in this investment, totaling $181.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Jpmorgan Large CAP Growth, Jpmorgan Large CAP Growth Fund, Jpmorgan Large CAP Growth A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MUFG BANK, LTD MUFG BANK LTD. 401(K) PLAN | NEW YORK NY | 5,478 | $2.9B | $400.7M |
| 2 | IBEW LOCAL NO. 143 ANNUITY PLAN IBEW LOCAL NO. 143 ANNUITY PLAN | PITTSBURGH PA | 379 | $70.9M | $7.8M |
| 3 | ADMINISTRATIVE CONTROL SERVICES, INC. ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN | RESTON VA | 156 | $28.0M | $7.6M |
| 4 | MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES CA | 219 | $54.8M | $7.2M |
| 5 | BD OF TRUSTEES - PLUMBERS & STEAM- FITTERS LOCAL 184 SUPPLEMENTAL PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN | GOODLETTSVILLE TN | 930 | $81.9M | $6.0M |
| 6 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $5.9M |
| 7 | BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 184 | $46.2M | $5.5M |
| 8 | COLUMBIA SOUTHERN EDUCATION GROUP THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN | ORANGE BEACH AL | 958 | $35.8M | $5.3M |
| 9 | ECHO MAINTENANCE, LLC ECHO MAINTENANCE 401(K) PLAN | PORT ARTHUR TX | 1,302 | $32.8M | $4.4M |
| 10 | K.F. HOWELL ELECTRIC, LLC HOWELL ELECTRIC 401(K) PLAN | SANTA CLARA CA | 112 | $35.8M | $4.3M |
