Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase & Co Shares in their Schedule of Assets, totaling $350K 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 | MCCONNELL VALDES LLC MCV RETIREMENT PLAN | SAN JUAN PR | 149 | $80.8M | $169K |
| 2 | BAC LOCAL #5 NEW YORK PENSION PLAN BAC LOCAL #5 NEW YORK PENSION PLAN | REGO PARK NY | 69 | $64.4M | $142K |
| 3 | BOARD OF TRUSTEES OF IRON WORKERS DISTRICT COUNCIL OF WESTERN IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY SUPPLEMENTAL BENEFIT PLAN (ACTIVE PARTICIPANTS) |
ROCHESTER NY |
| 253 |
| $9.4M |
| $38K |
