Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Jp Morgan Chase in their Schedule of Assets, totaling $58.8M 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 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS TRUST | NEW YORK NY | — | $1.1B | $13.3M |
| 2 | BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL & NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NYC INC HEALTH BENEFITS FUND | NEW YORK NY | 23,536 | $324.4M | $12.9M |
| 3 |
PLYMOUTH MI |
| — |
| $1.1B |
| $8.2M |
| 4 | ADIENT US LLC ADIENT US LLC SAVINGS AND INVESTMENT (401K) PLAN | PLYMOUTH MI | 6,028 | $950.8M | $7.4M |
| 5 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN B) | NEW YORK NY | 1,025 | $563.5M | $6.3M |
| 6 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $4.8M |
| 7 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $2.9M |
| 8 | BRIDGEWATER INTERIORS, LLC BRIDGEWATER INTERIORS, LLC SAVINGS & INVESTMENT (401K) PLAN | PLYMOUTH MI | 2,168 | $83.5M | $590K |
| 9 | COMMONWEALTH ROLLED PRODUCTS, INC. COMMONWEALTH ROLLED PRODUCTS, INC. HOURLY EMPLOYEES PENSION PLAN | LEWISPORT KY | 801 | $117.1M | $491K |
| 10 | GREATER KANSAS CITY LABORERS PENSION PLAN GREATER KANSAS CITY LABORERS PENSION PLAN | KANSAS CITY MO | 1,310 | $394.7M | $421K |
