Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Jpmorgan U.S. Equity Fund Pooled separate account in their Schedule of Assets, totaling $13.9M 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 | ARBAN, CAROSI & DIANA PRECAST, LLC ARBAN, CAROSI & DIANA PRECAST LLC PROFIT SHARING PLAN | WOODBRIDGE VA | 196 | $18.0M | $1.5M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $1.3M |
| 3 | MARQUETTE TRANSPORTATION COMPANY, LLC |
PADUCAH KY |
| 1,390 |
| $94.0M |
| $1.3M |
| 4 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $1.2M |
| 5 | ARBAN & CAROSI, INC. ARBAN & CAROSI, INC. PROFIT SHARING PLAN | WOODBRIDGE VA | 156 | $13.7M | $1.2M |
| 6 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $696K |
| 7 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $684K |
| 8 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $636K |
| 9 | BOSKOVICH FARMS, INC. BOSKOVICH FARMS, INC. 401(K) PROFIT SHARING PLAN | OXNARD CA | 126 | $8.7M | $435K |
| 10 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 200 | $20.0M | $373K |
