Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan U.S. Equity Fund Pooled separate accounts in their Schedule of Assets, totaling $499K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $172K |
| 2 | INTERNATIONAL FINANCE BANK IFB 401(K) PLAN | MIAMI FL | 103 | $5.2M | $124K |
| 3 | FLEXICON CORPORATION FLEXICON CORPORATION 401(K) PLAN | BETHLEHEM PA |
| 198 |
| $20.7M |
| $108K |
| 4 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $60K |
| 5 | STAR NURSERY, INC. STAR NURSERY 401(K) PLAN | HENDERSON NV | 347 | $9.3M | $26K |
| 6 | GHR LIMITED GHR LIMITED 401(K) PLAN | PHOENIX AZ | 86 | $1.9M | $6K |
| 7 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $3K |
