Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN CHASE CO : 2.963% 01/25/2033 in their Schedule of Assets, totaling $1.2M 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 | GOOD SHEPHERD REHABILITATION HOSPITAL GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES' PENSION PLAN | ALLENTOWN PA | 122 | $92.7M | $780K |
| 2 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES BOND FUND | HOUSTON TX | — | $696.6M | $199K |
| 3 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES COMPANY 401(K) PLAN |
HOUSTON TX |
| 11,706 |
| $4.0B |
| $178K |
