Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM ORGAN CHASE & CO SHARES COM M ON STOCK in their Schedule of Assets, totaling $5.6M 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 | BOARD OF TRUSTEES STEAMFITTERS INDUSTRY PENSION FUND STEAMFITTERS INDUSTRY PENSION FUND | LONG ISLAND CITY NY | 1,980 | $460.6M | $4.3M |
| 2 | SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH FL | 13,898 | $192.9M | $1.3M |
