Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18,151 U.S. retirement plans report holding a JPMorgan fund in their Schedule of Assets, totaling $128.5B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | JPMorgan position |
|---|---|---|---|---|---|
| 1 | BANNER HEALTH BANNER HEALTH EMPLOYEES 401(K) PLAN | PHOENIX AZ | 56,849 | $4.9B | $2.6B |
| 2 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $2.3B |
| 3 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED |
RAHWAY NJ |
| — |
| $14.6B |
| $1.6B |
| 4 | SAS INSTITUTE INC. SAS RETIREMENT PLAN | CARY NC | 6,265 | $3.7B | $1.5B |
| 5 | HENRY FORD HEALTH SYSTEM HENRY FORD HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DETROIT MI | 13,077 | $1.8B | $1.4B |
| 6 | KPMG LLP KPMG 401(K) CAPITAL ACCUMULATION PLAN | MONTVALE NJ | 36,163 | $10.5B | $1.4B |
| 7 | ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES 401(K) SAVINGS PLAN | LONG ISLAND CITY NY | 9,754 | $3.2B | $1.3B |
| 8 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $1.3B |
| 9 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 13,884 | $1.5B | $1.1B |
| 10 | FIFTH THIRD BANCORP FIFTH THIRD BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 18,855 | $4.0B | $1.1B |
