Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase Bank, N.A. in their Schedule of Assets, totaling $691.3M 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 | ENVOY AIR INC. ENVOY AIR INC. 401(K) PLAN | IRVING TX | 25,323 | $744.1M | $271.2M |
| 2 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $218.7M |
| 3 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST |
HOUSTON TX |
| — |
| $1.3B |
| $201.4M |