Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMORGAN CHASE & CO 4.26% 02/22/2048 in their Schedule of Assets, totaling $4.0M 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 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $2.3M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $808K |
| 3 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN |
NEW YORK NY |
| 6,545 |
| $4.2B |
| $555K |
| 4 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $135K |
| 5 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $116K |
| 6 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $30K |
| 7 | THE SEGAL GROUP, INC. PENSION PLAN OF THE SEGAL COMPANY | NEW YORK NY | 990 | $471.3M | $29K |
| 8 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $25K |
| 9 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $17K |
