Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMORGAN CHASE & CO 6.400% 05/15/2038 DD 05/22/08 in their Schedule of Assets, totaling $43.6M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $22.6M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $16.0M |
| 3 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN |
| 4,646 |
| $1.9B |
| $2.3M |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $1.4M |
| 5 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN | CHANDLER AZ | 0 | $544.3M | $841K |
| 6 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $197K |
| 7 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $168K |
| 8 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $49K |
| 9 | CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN NFL PLAYER CAPITAL ACCUMULATION PLAN | BALTIMORE MD | 2,759 | $706.8M | $21K |
