Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding JPMorgan in their Schedule of Assets, totaling $242.4M 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 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $21.6M |
| 2 | CHEMICAL & INDUSTRIAL ENGINEERING, INC. C & I ENGINEERING, INC. SALARY SAVINGS PLAN | LOUISVILLE KY | 238 | $50.5M | $15.5M |
| 3 | BEN E. KEITH COMPANY RETIREMENT PLAN FOR EMPLOYEES OF BEN E. KEITH COMPANY AND ITS AFFILIATES |
FORT WORTH TX |
| 2,494 |
| $434.7M |
| $14.3M |
| 4 | NORTEK, INC. NORTEK 401(K) PLAN | CHICAGO IL | 2,630 | $204.3M | $13.4M |
| 5 | JDRF INTERNATIONAL JDRF INTERNATIONAL 403B RETIREMENT SAVINGS PLAN | NEW YORK NY | 562 | $61.0M | $10.3M |
| 6 | THERMON, INC. THERMON INC. 401(K) PLAN | SAN MARCOS TX | 580 | $57.6M | $9.4M |
| 7 | CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, INC. TEACHERS FRINGE BENEFIT 403(B) PROGRAM | MIAMI FL | 314 | $56.4M | $9.3M |
| 8 | EKI ENVIRONMENT & WATER, INC. EKI ENVIRONMENT & WATER, INC. 401(K) PLAN | DALY CITY CA | 130 | $31.9M | $8.3M |
| 9 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $7.8M |
| 10 | WACOAL AMERICA, INC. WACOAL AMERICA, INC. SAVINGS AND PROFIT SHARING PLAN | LYNDHURST NJ | 295 | $74.7M | $7.6M |
