Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $11.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Jpmorgan US Equity Fund, Jpmorgan US Equity. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | OMNI SPECIALTY PACKAGING, INC. OMNI SPECIALTY PACKAGING, INC. 401(K) PLAN | BATON ROUGE LA | 283 | $17.7M | $2.5M |
| 2 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $2.1M |
| 3 | SALO INC. SALO INCORPORATED 401(K) PLAN | WORTHINGTON OH | 612 | $27.5M | $1.6M |
| 4 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $1.4M |
| 5 | LB&B ASSOCIATES INC. LB&B ASSOCIATES INC. 401(K) PLAN | COLUMBIA MD | 396 | $25.4M | $514K |
| 6 | INDUSTRIAL & COMMERCIAL CONTRACTORS, LIMITED PARTNERSHIP INDUSTRIAL & COMMERCIAL CONTRACTORS 401(K) PROFIT SHARING PLAN | MADERA CA | 125 | $7.5M | $421K |
| 7 | POLARIS HOME FUNDING CORPORATION POLARIS 401(K) PLAN | GRANDVILLE MI | 131 | $11.0M | $385K |
| 8 | LB&B ASSOCIATES INC. LB&B ASSOCIATES INC. RETIREMENT PLAN | COLUMBIA MD | 386 | $26.1M | $352K |
| 9 | DOONEY AND BOURKE, INC. DOONEY AND BOURKE, INC. 401(K) PLAN | NORWALK CT | 205 | $14.6M | $287K |
| 10 | 3MR RESTAURANTS, INC. SPOKANE FOOD SERVICES, INC. 401K PROFIT SHARING PLAN | SPOKANE VALLEY WA | 444 | $10.0M | $274K |
