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 $45.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $4.8M |
| 5 | 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 |
| 6 | COMMONWEALTH ROLLED PRODUCTS, INC. COMMONWEALTH ROLLED PRODUCTS, INC. HOURLY EMPLOYEES PENSION PLAN | LEWISPORT KY | 801 | $117.1M | $491K |
| 7 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $449K |
| 8 | GREATER KANSAS CITY LABORERS PENSION PLAN GREATER KANSAS CITY LABORERS PENSION PLAN | KANSAS CITY MO | 1,310 | $394.7M | $421K |
| 9 | SANTA FE EMPLOYEES HOSPITAL SANTA FE EMPLOYEES HOSPITAL ASSOCIATION - COAST LINES | COVINA CA | 3 | $18.1M | $408K |
| 10 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $253K |
