Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Chase V-D in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $2.1M |
| 2 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN | SYRACUSE NY | 661 | $23.9M | $84K |
| 3 |
GOODLETTSVILLE TN |
| 962 |
| $62.8M |
| $78K |