Jpmorgan U S Equity Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 511 retirement plans report an interest in this investment, totaling $122.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
511
Reported interest (EOY)
$122.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: Jpmorgan U S Equity Fund, Jpmorgan U S Equity Fund Class R6, Jpmorgan U S Equity FD, Jpmorgan U S Equity Funds, Jpmorgan U S Equity. Counts combine all variants of the same investment.
Plans holding Jpmorgan U S Equity Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SEA, LTD. SEA, LTD. 401K PLAN | COLUMBUS OH | 326 | $87.8M | $4.4M |
| 2 | DONNELLY-BOLAND AND ASSOCIATES DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | PITTSBURGH PA | 383 | $48.4M | $4.2M |
| 3 | GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 69 | $23.1M | $3.9M |
| 4 | MERICLE CONSTRUCTION, INC. MERICLE 401(K) PROFIT SHARING PLAN | WILKES BARRE PA | 338 | $55.1M | $2.9M |
| 5 | MID-VALLEY AGRICULTURAL SERVICES, INC. MID-VALLEY AGRICULTURAL SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | OAKDALE CA | 231 | $33.3M | $2.7M |
| 6 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 309 | $21.4M | $2.7M |
| 7 | AHMUTY, DEMERS & MCMANUS AHMUTY, DEMERS & MCMANUS 401(K) PLAN | ALBERTSON NY | 106 | $33.1M | $1.9M |
| 8 | JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER VA | 455 | $60.2M | $1.9M |
| 9 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $1.8M |
| 10 | TEAM HORNER GROUP, INC. TEAM HORNER 401(K) PROFIT SHARING PLAN | FT. LAUDERDALE FL | 472 | $36.9M | $1.7M |
See all 511 plans holding Jpmorgan U S Equity Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro