Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Mortgage-Backed Sec I in their Schedule of Assets, totaling $4.8M 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 | TRUSTEES OF IBEW LOCAL 363-WELFARE IBEW LOCAL 363 WELFARE PLAN | HARRIMAN NY | 763 | $61.6M | $2.3M |
| 2 | RIVERBAY CORPORATION THE RIVERBAY CORPORATION RETIREMENT PLAN | BRONX NY | 182 | $37.3M | $1.7M |
| 3 | TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND |
HARRIMAN NY |
| 703 |
| $8.0M |
| $462K |
| 4 | IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND | HARRIMAN NY | 844 | $10.4M | $264K |
