Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMORGAN CHASE & CO VAR RT 05/13/2031 DD 05/13/20 in their Schedule of Assets, totaling $17.4M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $7.0M |
| 2 | BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON DC | 104,686 | $27.4B | $4.8M |
| 3 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN |
ST. PAUL MN |
| 6,472 |
| $8.9B |
| $2.3M |
| 4 | DEVON ENERGY CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF DEVON ENERGY CORPORATION | OKLAHOMA CITY OK | 147 | $434.9M | $1.6M |
| 5 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $1.2M |
| 6 | PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND OR | 0 | $247.1M | $380K |
| 7 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $121K |
