Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Chase Common Stock in their Schedule of Assets, totaling $762K 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 | CHILDRENS CLINIC OF SWLA APMC CHILDRENS CLINIC OF SWLA APMC 401(K) PROFIT SHARING PLAN AND TRUST | LAKE CHARLES LA | 95 | $14.1M | $479K |
| 2 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $240K |
| 3 | B & B LUMBER COMPANY, INC. |
JAMESVILLE NY |
| 134 |
| $13.6M |
| $43K |
