Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Chase Financial 8.65% 03 Mar 2025 in their Schedule of Assets, totaling $250K 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 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $125K |
| 2 | BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN ROOFERS UNION LOCAL 221 ANNUITY PLAN | HONOLULU HI | 189 | $19.4M | $125K |
