Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Chase & Co. Stock in their Schedule of Assets, totaling $670K 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 | PLUMBERS LOCAL UNION NO. 1 WELFARE FUND PLUMBERS LOCAL UNION NO 1 - WELFARE FUND | LONG ISLAND CITY NY | 2,647 | $350.6M | $358K |
| 2 | BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND RETIREMENT AND PENSION PLAN FOR OFFICERS & EMPLOYEES OF THE NYCDCC AND RELATED ORGANIZATIONS | NEW YORK NY | 43 | $110.0M | $311K |
