Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Asset Management in their Schedule of Assets, totaling $55.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON TX | — | $1.3B | $49.1M |
| 2 | THOMAS REPROGRAPHICS, INC. THOMAS REPROGRAPHICS INC. PROFIT SHARING PLAN & TRUST | RICHARDSON TX | 369 | $23.2M | $4.1M |
| 3 | PACTIV LLC PACTIV GENERAL EMPLOYEE BENEFIT TRUST |
LAKE FOREST IL |
| — |
| $866.2M |
| $1.0M |
| 4 | DESCARTES LABS, INC. DESCARTES LABS 401(K) PLAN | MAPLE GROVE MN | 50 | $6.6M | $926K |
| 5 | UNIVERSAL ENVIRONMENTAL SERVICES, LLC UNIVERSAL ENVIRONMENTAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | PEACHTREE CITY GA | 420 | $17.7M | $328K |
| 6 | FLYNN & O'HARA UNIFORMS, INC. FLYNN & O'HARA RETIREMENT PLAN | PHILADELPHIA PA | 234 | $12.4M | $87K |
| 7 | RAINBOW ROOM, LLC RAINBOW ROOM, LLC 401(K) COMPASS RETIREMENT PLAN | NEW YORK NY | 109 | $3.2M | $79K |
