Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase Co Common Stock N/A N/A in their Schedule of Assets, totaling $3.4M 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 | TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES | MIDDLETOWN OH | — | $680.8M | $2.3M |
| 2 | SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION SAMBA BENEFIT PLAN | ROCKVILLE MD | 108,563 | $200.7M | $602K |
| 3 | GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST |
PITTSBURGH PA |
| 21 |
| $39.9M |
| $479K |
