Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J. P. Morgan Inv. Mgmt Co - J. P. SCHWAB (CHARLES) CORP; Common Stock; in their Schedule of Assets, totaling $9.1M 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 | PARKER HANNIFIN CORPORATION PARKER RETIREMENT SAVINGS PLAN | CLEVELAND OH | 28,729 | $9.0B | $9.1M |
