Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 61 retirement plans report an interest in this investment, totaling $62.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Jpmorgan LRG CAP GR RET Acct, Jpmorgan LRG CAP GR RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $20.1M |
| 2 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $6.0M |
| 3 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $4.1M |
| 4 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $2.8M |
| 5 | THRIVE PARTNERS, LLC THRIVE PEO 401(K) PLAN | TULSA OK | 675 | $55.0M | $2.4M |
| 6 | APERION CARE, INC. APERION CARE 401(K) & PROFIT SHARING PLAN | LINCOLNWOOD IL | 4,396 | $13.8M | $2.2M |
| 7 | RPI PRINT, INC. REISCHLING PRESS INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUKWILA WA | 351 | $14.8M | $2.2M |
| 8 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $2.2M |
| 9 | ADVANCED LUBRICATION SPECIALTIES INC. ADVANCED LUBRICATION SPECIALTIES 401(K) PLAN | BENSALEM PA | 125 | $15.5M | $2.0M |
| 10 | EDUSTAFF, LLC EDUSTAFF, LLC 401(K) PLAN | GRAND RAPIDS MI | 56,898 | $10.0M | $1.9M |
