Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan U.S. Equity Fund Pooled-separate account in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLISE AGENCY, INC. CLISE AGENCY, INC. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 74 | $20.5M | $971K |
| 2 | ENOVIX CORPORATION ENOVIX CORPORATION PROFIT SHARING 401(K) PLAN | FREMONT CA | 108 | $20.2M | $274K |
| 3 | THE DAVIS COMPANIES, INC. THE DAVIS COMPANIES 401(K) RETIREMENT PLAN |
MARLBOROUGH MA |
| 290 |
| $6.7M |
| $190K |
| 4 | AMERICARIBE, LLC. AMERICARIBE, LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 133 | $6.6M | $173K |
| 5 | MIKUNI RESTAURANT GROUP INC. MIKUNI RESTAURANT GROUP, INC. 401(K) PLAN | MCCLELLAN CA | 537 | $12.0M | $88K |
| 6 | GRAPE EXPECTATIONS GRAPE EXPECTATIONS 401(K) PROFIT SHARING PLAN | RICHMOND CA | 111 | $7.9M | $80K |
| 7 | KINGSWAY LEARNING CENTER KINGSWAY LEARNING CENTER RETIREMENT PLAN | WEST MOORESTOWN NJ | 204 | $9.1M | $20K |
