Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding J.P. Morgan Chase & Co in their Schedule of Assets, totaling $1.6M 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 | POSTGRADUATE CENTER FOR MENTAL HEALTH POSTGRADUATE CENTER EMPLOYEES RETIREMENT PLAN | NEW YORK NY | 83 | $19.8M | $569K |
| 2 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $484K |
| 3 | BAC LOCAL NO. 1 WASHINGTON PENSION TRUST BAC LOCAL NO. 1 WASHINGTON PENSION TRUST |
SEATTLE WA |
| 737 |
| $162.9M |
| $404K |
| 4 | THE DAY PUBLISHING COMPANY, INC. THE DAY PUBLISHING COMPANY TRUSTEED PENSION PLAN | NEW LONDON CT | 30 | $14.5M | $74K |
| 5 | P&M HOLDING GROUP, LLP P&M HOLDING GROUP, LLP CASH BALANCE PLAN | SOUTHFIELD MI | 353 | $71.7M | $26K |
| 6 | MERCY HEALTH & REHABILITATION CENTER NURSING HOME CO., INC MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN | AUBURN NY | 20 | $717K | $19K |
