Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN CHASE & CO VAR RT 09/22/2027 DD 09/22/21 in their Schedule of Assets, totaling $5.1M 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 | DEVON ENERGY CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF DEVON ENERGY CORPORATION | OKLAHOMA CITY OK | 147 | $434.9M | $2.9M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $1.1M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
FARMINGTON CT |
| — |
| $42.1B |
| $1.1M |
