Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase Bank JPMCB Smart Retirement Passive Blend N/R in their Schedule of Assets, totaling $8.7M 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 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION WPS 401(K) SAVINGS PLAN | MADISON WI | 1,731 | $317.1M | $8.7M |
