Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JP Morgan Chase & Co. Common Stock in their Schedule of Assets, totaling $2.7M 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 | HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CHICAGO IL | 316 | $214.3M | $551K |
| 2 | THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA WV | 215 | $52.9M | $518K |
| 3 |
DEDHAM MA |
| 125 |
| $74.6M |
| $479K |
| 4 | TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723 TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723 | UNION NJ | 727 | $44.6M | $320K |
| 5 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW SAC-MILLERSBURG RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $31.8M | $240K |
| 6 | ELECTRICIANS WELFARE FUND LOCAL NO. 81 JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS IBEW LOCAL 81 HEALTH & WELFARE | SCRANTON PA | 425 | $17.8M | $89K |
| 7 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $88K |
| 8 | FABRIWELD CORPORATION FABRIWELD CORPORATION 401(K) PROFIT SHARING PLAN | NORWALK OH | 113 | $7.6M | $86K |
| 9 | BOARD OF TRUSTEES OF BAC LOCAL 1 SUPPLEMENTAL RETIREMENT FUND BAC 1 SUPPLEMENTAL RETIREMENT FUND | DULUTH MN | 345 | $15.2M | $72K |
| 10 | TRUSTEES OF IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND, MD IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND MD | CUMBERLAND MD | 182 | $18.9M | $63K |
