Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Jp Morgan Chase & Co in their Schedule of Assets, totaling $52.5M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $9.8M |
| 2 | CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN | WYOMISSING PA | 5,287 | $1.5B | $7.3M |
| 3 | MCMASTER-CARR SUPPLY COMPANY |
ELMHURST IL |
| 4,333 |
| $3.0B |
| $5.3M |
| 4 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $3.2M |
| 5 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $1.8M |
| 6 | QUINCY MUTUAL FIRE INSURANCE COMPANY QUINCY MUTUAL FIRE INSURANCE COMPANY RETIREMENT PLAN | QUINCY MA | 203 | $149.3M | $1.8M |
| 7 | PRISMA HEALTH LEGACY GHS/TUOMEY PENSION PLAN | GREENVILLE SC | 2,441 | $423.1M | $1.6M |
| 8 | TRUSTEES OF OHIO CARPENTERS' PENSION PLAN OHIO CARPENTERS' PENSION PLAN | TROY MI | 12,519 | $2.1B | $1.5M |
| 9 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | NEW ORLEANS LA | 886 | $139.4M | $1.4M |
| 10 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $1.4M |
