Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J P Morgan Chase Co Com in their Schedule of Assets, totaling $5.0M 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 | THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND LOCAL 817 IBT PENSION FUND | GREAT NECK NY | 1,251 | $752.8M | $4.8M |
| 2 | HORIZON BANCORP, INC. CITY NATIONAL BANK DEFINED BENEFIT PENSION PLAN | BECKLEY WV | 27 | $12.9M | $155K |
