Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Jpmorgan Chase & Co Var Rt 07/24/2038 Dd 07/24/17 " in their Schedule of Assets, totaling $60.1M 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 CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $30.3M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $19.6M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $7.2M |
| 4 | HAWAIIAN ELECTRIC COMPANY, INC. POSTRETIREMENT WELFARE BENEFITS PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC COMPANY, INC. AND PARTICIPATING EMPLOYERS | HONOLULU HI | 2,547 | $203.0M | $786K |
| 5 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $722K |
| 6 | HOWARD UNIVERSITY HOWARD UNIVERSITY EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 847 | $668.8M | $601K |
| 7 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | KULPSVILLE PA | 220 | $30.1M | $304K |
| 8 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $205K |
| 9 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | THE WOODLANDS TX | 96 | $22.4M | $192K |
| 10 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $102K |
