Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JP Morgan Chase & Co. Common Stock in their Schedule of Assets, totaling $5.0M 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 | CARNEGIE HALL CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF THE CARNEGIE HALL CORPORATION | NEW YORK NY | 210 | $43.1M | $832K |
| 2 | MINNESOTA ELEVATOR, INC MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MANKATO MN | 146 | $74.0M | $611K |
| 3 | HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. |
CHICAGO IL |
| 316 |
| $214.3M |
| $551K |
| 4 | 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 |
| 5 | NEWBURY CORPORATION NEWBURY CORPORATION PENSION PLAN | DEDHAM MA | 125 | $74.6M | $479K |
| 6 | LOCAL UNION 903 PENSION PLAN LOCAL UNION 903 PENSION PLAN | MOBILE AL | 371 | $72.8M | $406K |
| 7 | TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723 TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723 | UNION NJ | 727 | $44.6M | $320K |
| 8 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW SAC-MILLERSBURG RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $31.8M | $240K |
| 9 | SHENTEL MANAGEMENT COMPANY HORIZON TELCOM AND SUBSIDIARIES SALARIED EMPLOYEES PENSION PLAN & TRUST AGREEMENT | EDINBURGH VA | 23 | $16.2M | $214K |
| 10 | ELECTRICIANS WELFARE FUND LOCAL NO. 81 JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS IBEW LOCAL 81 HEALTH & WELFARE | SCRANTON PA | 425 | $17.8M | $89K |
