Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Private equity funds * JPMorgan Chase Bank, N.A. PEG Global Private Equity Institutional Investors V, LLC in their Schedule of Assets, totaling $15.1M 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 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. PENSION PLAN | BRENHAM TX | 3,001 | $420.2M | $15.1M |
