Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase & Co 6.4% 15 May 2038 in their Schedule of Assets, totaling $1.1M 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 | FIRST HAWAIIAN, INC. EMPLOYEES' RETIREMENT PLAN OF FIRST HAWAIIAN, INC. | HONOLULU HI | 212 | $73.4M | $934K |
| 2 | BLUE CROSS AND BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF ALABAMA RETIREMENT PLAN | BIRMINGHAM AL | 1,907 | $711.9M | $109K |
| 3 | LOCAL 665 I.A.T.S.E. ANNUITY PLAN |
HONOLULU HI |
| 690 |
| $24.8M |
| $49K |
