Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Jp Morgan Chase Bank in their Schedule of Assets, totaling $2.8M 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 | WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO IL | 240 | $153.6M | $1.1M |
| 2 | PDV MIDWEST REFINING L.L.C. UNO-VEN RETIREMENT PLAN | HOUSTON TX | 26 | $26.3M | $820K |
| 3 | MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN |
| 8,193 |
| $5.1B |
| $385K |
| 4 | ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY OK | 2,151 | $16.4M | $245K |
| 5 | BOARD OF TRUSTEES OF IBEW LOCAL 139 WELFARE IBEW LOCAL 139 WELFARE PLAN | ELMIRA NY | 224 | $28.4M | $147K |
| 6 | BOARD OF TRUSTEES OF IBEW LOCAL 139 PENSION I.B.E.W. LOCAL 139 PENSION PLAN | ELMIRA NY | 217 | $52.8M | $98K |
| 7 | IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST | MURRAY UT | 1,447 | $44.3M | $42K |
| 8 | BOARD OF TRUSTEES,PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST PTC ALLIANCE UNION RETIREE HEALTH BENEFITS PLAN | PITTSBURGH PA | 0 | $879K | $35K |
