Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan—IIF ERISA LP in their Schedule of Assets, totaling $30.9M 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 | CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY MO | 6,530 | $1.5B | $19.2M |
| 2 | CONSTRUCTION INDUSTRY LABORERS PENSION FUND CONSTRUCTION INDUSTRY LABORERS PENSION FUND | KANSAS CITY MO | 5,147 | $1.1B | $11.7M |
