Form 5500 Search

Jpmorgan US Equity Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $11.9M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
37
Reported interest (EOY)
$11.9M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: Jpmorgan US Equity Fund, Jpmorgan US Equity. Counts combine all variants of the same investment.

Plans holding Jpmorgan US Equity Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1OMNI SPECIALTY PACKAGING, INC.
OMNI SPECIALTY PACKAGING, INC. 401(K) PLAN
BATON ROUGE
LA
283$17.7M$2.5M
2LIVESTOCK NUTRITION CENTER, LLC
LIVESTOCK NUTRITION CENTER 401(K) PLAN
MEMPHIS
TN
440$22.5M$2.1M
3SALO INC.
SALO INCORPORATED 401(K) PLAN
WORTHINGTON
OH
612$27.5M$1.6M
4JAYNES, REITMEIER, BOYD & THERRELL, P.C.
JRBT 401(K) PLAN
WACO
TX
116$18.5M$1.4M
5LB&B ASSOCIATES INC.
LB&B ASSOCIATES INC. 401(K) PLAN
COLUMBIA
MD
396$25.4M$514K
6INDUSTRIAL & COMMERCIAL CONTRACTORS, LIMITED PARTNERSHIP
INDUSTRIAL & COMMERCIAL CONTRACTORS 401(K) PROFIT SHARING PLAN
MADERA
CA
125$7.5M$421K
7POLARIS HOME FUNDING CORPORATION
POLARIS 401(K) PLAN
GRANDVILLE
MI
131$11.0M$385K
8LB&B ASSOCIATES INC.
LB&B ASSOCIATES INC. RETIREMENT PLAN
COLUMBIA
MD
386$26.1M$352K
9EXPEDITORS & PRODUCTION SERVICES CO.
EXPEDITORS & PRODUCTION SERVICES CO., INC. 401(K) PROFIT SHARING PLAN
LAFAYETTE
LA
153$5.2M$296K
10DOONEY AND BOURKE, INC.
DOONEY AND BOURKE, INC. 401(K) PLAN
NORWALK
CT
205$14.6M$287K
See all 37 plans holding Jpmorgan US Equity Fund
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Plans holding Jpmorgan US Equity Fund — Form 5500