Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Chase & Co. Stock in their Schedule of Assets, totaling $6.2M 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 | BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK NY | 5,406 | $884.1M | $3.1M |
| 2 | LOCAL 1102 HEALTH & BENEFIT FUND LOCAL 1102 HEALTH AND BENEFIT FUND | WOODBURY NY | 2,753 | $173.7M | $1.2M |
| 3 | LOCAL 1102 RETIREMENT TRUST |
WOODBURY NY |
| 91 |
| $41.9M |
| $881K |
| 4 | LOCAL 1102 STOREWORKERS RETIREMENT PLAN STOREWORKERS RETIREMENT PLAN | WOODSBURY NY | 0 | $20.5M | $348K |
| 5 | TRUSTEES OF SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN | PHOENIX AZ | 759 | $147.8M | $268K |
| 6 | BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUND LOCAL 1931 PENSION FUND | VALLEY STREAM NY | 173 | $29.4M | $202K |
| 7 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $132K |
