Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $223.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Large CAP Growth/jp Morgan Invst MG, Large CAP Growth JP Morgan Invst MG. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $51.4M |
| 2 | IBEW 375 ELECTRICIANS' RETIREMENT PLAN IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN | ALLENTOWN PA | 750 | $193.3M | $17.1M |
| 3 | EULER HERMES NORTH AMERICA INS EULER HERMES NORTH AMERICA INSURANCE COMPANY RETIREMENT SAVINGS PLAN | BALTIMORE MD | 501 | $165.5M | $15.7M |
| 4 | EMPLOYSHARE, INC. EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN | BEAVER FALLS PA | 671 | $78.0M | $15.6M |
| 5 | JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN LOCAL UNION 317 ELECTRICAL PENSION PLAN | ONA WV | 841 | $178.9M | $14.4M |
| 6 | ARTESIAN RESOURCES CORPORATION ARTESIAN 401(K) RETIREMENT PLAN | NEWARK DE | 249 | $79.5M | $14.2M |
| 7 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 | APPLETON WI | 258 | $33.7M | $9.6M |
| 8 | COMMUNICATIONS WKRS OF AMERICA COMMUNICATIONS WKRS OF AMERICA 401(K) TAX DEFERRED SAVINGS PLAN | WASHINGTON DC | 595 | $103.0M | $9.1M |
| 9 | MARQUIS COMPANIES I, INC. THE MARQUIS 401(K) SAVINGS PLAN | MILWAUKIE OR | 3,621 | $76.6M | $7.5M |
| 10 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $6.7M |
