Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase Financial Co LLC Zero Coupon 14 Mar 2025 in their Schedule of Assets, totaling $126K 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 UNION LOCAL 221 ANNUITY PLAN ROOFERS UNION LOCAL 221 ANNUITY PLAN | HONOLULU HI | 189 | $19.4M | $126K |
