Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase & Co Equities in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FUND OF LOCAL UNION NO. 58 - IBEW | MADISON HEIGHTS MI | 3,182 | $922.7M | $1.0M |
| 2 | YUMA REGIONAL MEDICAL CENTER YUMA REGIONAL MEDICAL CENTER PENSION PLAN | YUMA AZ | 359 | $170.9M | $289K |
| 3 | ALL WAYS SAFE, LLC |
MCDONALD PA |
| 121 |
| $2.9M |
| $35K |
