Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2030) OF JPMORGAN CHASE BANK, N.A. in their Schedule of Assets, totaling $378.2M 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 | AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | BELOIT WI | 19,397 | $1.3B | $114.5M |
| 2 | AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN UT | 3,908 | $686.8M | $70.1M |
| 3 | TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTAL |
LANSING IL |
| 6,683 |
| $777.2M |
| $45.1M |
| 4 | BOARD OF TRUSTEES-LOCAL 701 RETIREMENT SAVINGS FUND IBEW LOCAL 701 RETIREMENT SAVINGS FUND | WARRENVILLE IL | 1,734 | $418.6M | $44.6M |
| 5 | IBEW LOCAL 38 401(K) RETIREMENT PLAN IBEW LOCAL 38 401(K) RETIREMENT PLAN | CLEVELAND OH | 2,194 | $168.3M | $21.3M |
| 6 | THE OHIO NATIONAL LIFE INSURANCE COMPANY CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN | CINCINNATI OH | 817 | $177.0M | $16.2M |
| 7 | TEXAS HEALTH RESOURCES TEXAS HEALTH FROZEN PRIOR EMPLOYER 401(K) PLAN | ARLINGTON TX | 1,059 | $107.7M | $13.9M |
| 8 | ADVANTAGECARE PHYSICIANS, P.C. MASTER TRUST FOR ADVANTAGECARE PHYSICIANS, P.C. DEFINED CONTRIBUTION PLANS | NEW YORK NY | — | $364.5M | $11.1M |
| 9 | NEBRASKA ORTHOPAEDIC HOSPITAL ORTHONEBRASKA 401(K) PLAN | OMAHA NE | 983 | $98.5M | $9.8M |
| 10 | TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN | LAPORTE IN | 805 | $137.1M | $7.6M |
