Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 254 U.S. retirement plans report holding Jpmorgan Chase Co in their Schedule of Assets, totaling $627.7M 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 | ASSURANT, INC. ASSURANT PENSION PLAN | ATLANTA GA | 2,811 | $675.6M | $64.3M |
| 2 | THE BANK OF NEW YORK MELLON THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN | PITTSBURGH PA | 5,336 | $5.2B | $47.0M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
ATLANTA GA |
| — |
| $42.9B |
| $44.2M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $36.1M |
| 5 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $27.9M |
| 6 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN | ROSELAND NJ | 34,516 | $7.3B | $25.8M |
| 7 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $17.4M |
| 8 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $15.0M |
| 9 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $14.5M |
| 10 | AMERICAN AIRLINES, INC. - RETIREMENT THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR EMPLOYEES REPRESENTED BY THE TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO | FORT WORTH TX | 12,855 | $4.3B | $14.4M |
