Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23,426 U.S. retirement plans report holding a JPMorgan fund in their Schedule of Assets, totaling $172.0B 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 155,687 | $22.5B | $9.8B |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 80,148 | $13.8B | $6.5B |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. |
OAKLAND CA |
| 37,423 |
| $5.7B |
| $2.7B |
| 4 | BANNER HEALTH BANNER HEALTH EMPLOYEES 401(K) PLAN | PHOENIX AZ | 56,849 | $4.9B | $2.6B |
| 5 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $2.3B |
| 6 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $1.6B |
| 7 | SAS INSTITUTE INC. SAS RETIREMENT PLAN | CARY NC | 6,265 | $3.7B | $1.5B |
| 8 | HENRY FORD HEALTH SYSTEM HENRY FORD HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DETROIT MI | 13,077 | $1.8B | $1.4B |
| 9 | KPMG LLP KPMG 401(K) CAPITAL ACCUMULATION PLAN | MONTVALE NJ | 36,163 | $10.5B | $1.4B |
| 10 | ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES 401(K) SAVINGS PLAN | LONG ISLAND CITY NY | 9,754 | $3.2B | $1.3B |
