Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Chase & Co 5.350% due 06/01/2034 in their Schedule of Assets, totaling $659K 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, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY MI | 608 | $166.4M | $614K |
| 2 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY MI | 673 | $2.9M | $46K |
