Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMORGAN CHASE & CO FORMERLY J P MORGAN NT 6.4 DUE 05-15-2038 BEO ^ in their Schedule of Assets, totaling $14.3M 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 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $5.0M |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $3.5M |
| 3 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN |
MILWAUKEE WI |
| 829 |
| $753.7M |
| $2.6M |
| 4 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $1.8M |
| 5 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $678K |
| 6 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $491K |
| 7 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $158K |
| 8 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $102K |
| 9 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $50K |
| 10 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $49K |
