Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMORGAN CHASE & CO 5.500 10/15/2040 5.500% 10/15/2040 in their Schedule of Assets, totaling $1.5M 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 | WPS INSURANCE CORPORATION WPS PENSION PLAN | MONONA WI | 438 | $317.3M | $1.5M |
