Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase Bank, NA in their Schedule of Assets, totaling $27.2M 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 OF THE EASTERN EASTERN SHORE TEAMSTERS PENSION FUND | BALTIMORE MD | 300 | $166.2M | $16.2M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $10.6M |
| 3 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST |
BASKING RIDGE NJ |
| — |
| $41.1B |
| $440K |
