Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase Financial 7.7% 04 Mar 2026 in their Schedule of Assets, totaling $5.2M 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 | HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU HI | 4,242 | $662.3M | $4.4M |
| 2 | HAWAII CARPENTERS HEALTH & WELFARE FUND HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU HI | 3,862 | $213.9M | $538K |
| 3 | HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN |
HONOLULU HI |
| 0 |
| $181.5M |
| $349K |
