Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding Jp Morgan in their Schedule of Assets, totaling $509.5M 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 | NATWEST MARKETS SECURITIES, INC. NATWEST MARKETS RETIREMENT SAVINGS PLAN | STAMFORD CT | 274 | $588.9M | $122.5M |
| 2 | PFIZER INC PFIZER CONSOLIDATED PENSION PLAN | NEW YORK NY | 7,790 | $10.0B | $68.7M |
| 3 | THE WILLIAM CARTER COMPANY CARTERS 401(K) SAVINGS PLAN |
ATLANTA GA |
| 6,091 |
| $318.7M |
| $40.1M |
| 4 | WESTERN DIGITAL CORPORATION WESTERN DIGITAL CORPORATION 401(K) PLAN | SAN JOSE CA | 6,598 | $2.5B | $27.8M |
| 5 | HILL INTERNATIONAL, INC. HILL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS | PHILADELPHIA PA | 918 | $120.2M | $19.3M |
| 6 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $17.5M |
| 7 | THE GI ALLIANCE MANAGEMENT, LLC THE GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN | DALLAS TX | 7,060 | $1.1B | $15.0M |
| 8 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN | HERSHEY PA | 11,915 | $2.1B | $13.8M |
| 9 | PRIME THERAPEUTICS PRIME THERAPEUTICS LLC 401(K) PLAN | EAGAN MN | 7,237 | $911.3M | $12.7M |
| 10 | DYCOM INDUSTRIES, INC. DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 16,855 | $403.3M | $10.0M |
