Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Strategic Property Fund in their Schedule of Assets, totaling $223.4M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $162.5M |
| 2 | PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES IA | 1,304 | $331.0M | $21.5M |
| 3 | BOARD OF TRUSTEES |
KAUKAUNA WI |
| 2,130 |
| $476.8M |
| $8.6M |
| 4 | BOARD OF TRUSTEES DEFINED BENEFIT PENSION PLAN OF THE PLUMBERS & STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN | KAUKAUNA WI | 1,573 | $273.3M | $6.3M |
| 5 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA RETIREMENT INCOME PLAN | OMAHA NE | 325 | $960.4M | $5.9M |
| 6 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND | PHOENIX AZ | 0 | $45.2M | $5.2M |
| 7 | TNG INTERNATIONAL PENSION FUND THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN | WASHINGTON DC | 500 | $160.5M | $4.8M |
| 8 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN | PHOENIX AZ | 2,566 | $45.9M | $4.7M |
| 9 | BLACK HILLS CORPORATION BLACK HILLS RETIREMENT PLAN | RAPID CITY SD | 626 | $272.0M | $3.9M |
