Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Chase Global Wrap, Crediting Interest Rate of 1.78% N/A in their Schedule of Assets, totaling $49.1M 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 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $49.1M |