Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding 46699A9A6 JPMORGAN US GOVT MMKT FUND CAPITAL SHARE MONTHLY VARIABLE 12/31/2049 in their Schedule of Assets, totaling $1.3B 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 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $262.1M |
| 2 | COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE RETIREMENT TRUST | NEW YORK NY | — | $1.3B | $225.1M |
| 3 | COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE COMPANY EMPLOYEES' RETIREMENT INCOME PLAN |
NEW YORK NY |
| 1,208 |
| $1.3B |
| $200.6M |
| 4 | MACYS INC MACYS INC DEFINED BENEFIT PLANS MASTER TRUST | SPRINGDALE OH | — | $1.9B | $155.4M |
| 5 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $109.0M |
| 6 | POPULAR FIDUCIARY SERVICES 725 PUERTO RICO TELEPHONE COMPANY MASTER TRUST | SAN JUAN PR | — | $841.8M | $83.2M |
| 7 | BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON TX | — | $5.3B | $66.6M |
| 8 | VALEO NORTH AMERICA, INC. VALEO NORTH AMERICA, INC. PENSION PLAN MASTER TRUST | TROY MI | — | $325.1M | $65.6M |
| 9 | NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE NY | 189 | $861.4M | $49.9M |
| 10 | BMW OF NORTH AMERICA, LLC BMW PENSION PLAN MASTER TRUST | WESTWOOD NJ | — | $693.0M | $35.3M |
