Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Jpmorgan Chase Co Common Stock in their Schedule of Assets, totaling $93.7M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $45.8M |
| 2 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 31,545 | $5.0B | $6.1M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST |
ATLANTA GA |
| — |
| $4.8B |
| $6.1M |
| 4 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $6.1M |
| 5 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $5.5M |
| 6 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $3.3M |
| 7 | PURITY CYLINDER GASES, INC. PURITY CYLINDER GASES, INC. PROFIT SHARING AND 401(K) PLAN | GRAND RAPIDS MI | 196 | $70.4M | $2.9M |
| 8 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $2.7M |
| 9 | BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN CA | 3,428 | $700.0M | $1.8M |
| 10 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $1.5M |
