Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan US Equity Fund Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $1.1M |
| 2 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $279K |
| 3 | CHARTER ONE, LLC CHARTER ONE 401(K) PLAN |
MESA AZ |
| 3,141 |
| $23.2M |
| $188K |
| 4 | TATE ORNAMENTAL, INC. TATE ORNAMENTAL 401(K) PLAN | WHITE HOUSE TN | 183 | $6.6M | $48K |
| 5 | AMERICAN PEANUT GROWERS GROUP, LLC AMERICAN PEANUT GROWERS GROUP, LLC 401(K) PLAN | DONALSONVILLE GA | 230 | $6.0M | $42K |
| 6 | EMPIRE INTERNATIONAL LTD DBA EMPIRE CLS WORLDWIDE CHAUFFEURED SERVICES EMPIRE CLS WORLDWIDE CHAUFFEURED SERVICES 401(K) PLAN | SECAUCUS NJ | 610 | $12.3M | $26K |
| 7 | ASSOCIATED EYE CARE, LTD. ASSOCIATED EYE CARE, LTD. EMPLOYEES' PROFIT SHARING PLAN | STILLWATER MN | 244 | $31.0M | $8K |
