Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN CHASE + CO COMMON STOCK USD1.0 COMMON STOCK in their Schedule of Assets, totaling $305.0M 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 SAVINGS PLAN MASTER TRUST | FARMINGTON CT | — | $58.3B | $258.6M |
| 2 | KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND CA | 0 | $66.6B | $46.4M |
