Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN CHASE & CO. 5.625% CORPORATE DEBT INSTRUMENTS in their Schedule of Assets, totaling $1.4M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US LONG DURATION, L.L.C. | PASADENA CA | — | $162.4M | $719K |
| 2 | CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED BENEFIT PLANS MTIA | OAK RIDGE TN | — | $1.5B | $471K |
| 3 | PANTEXAS DETERRENCE, LLC DEFINED BENEFIT PLANS MTIA |
AMARILLO TX |
| — |
| $402.6M |
| $234K |
