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Original filing (PDF)20250821152449NAL0004385233001
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
JPMORGAN CHASE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 3
41% in single holdingNo recordkeeper disclosed13 service providers
Active participants
185,310
Accounts w/ balance
297,359
Plan assets (EOY)
$52.9B
Net assets (EOY)
$52.4B
How this plan invests
This plan
15 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "EQUITY INDEX FUND E" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JPMORGAN CHASE BANK, NATIONAL ASSOCIATION.
Plan sponsor
Name
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
EIN
13-4994650
Address
545 WASHINGTON BLVD · 12TH FLOOR, MAIL CODE NJD-0002 · JERSEY CITY, NJ · 07310
Phone
(844) 275-5762
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
JPMORGAN CHASE US BENEFITS EXECUTIVE
EIN
37-1589439
City
JERSEY CITY, NJ
Phone
(844) 275-5762
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT COMPANY, LLP | 30-0835489 | — | NONE | $6.3M | — |
| BLACKROCK INST TRUST CO., N.A. | 94-3112180 | — | NONE | $3.5M | — |
| COLUMBIA MNGMNT INV ADVISERS, LLC | 41-1533211 | — | NONE | $2.7M | — |
| JENNISON ASSOCIATES, LLC | 22-2540245 | — | NONE | $2.5M | — |
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $2.2M | — |
| CAUSEWAY CAPITAL MGMT | 95-4861680 | — | NONE | $1.5M | — |
| PIMCO | 33-0629048 | — | NONE | $1.4M | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | PLAN SPONSOR | $1.3M | — |
| MERCER | 13-2834414 | — | NONE | $236K | — |
| FIDUCIARY COUNSELORS INC. | — | WASHINGTON, DC | NONE | $125K | — |
| QDRO CONSULTANTS CO, LLC | — | MEDINA, OH | NONE | $70K | — |
| ALTERITY GROUP LLC | — | PLAINVIEW, NY | NONE | $35K | — |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | — | MEDFORD, MA | NONE | $17K | — |
Investments
27 direct securities · 15 pooled funds· $35.5B(67% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.8B
15 holdings
Uncategorized
$3.7B
26 holdings
OTHER
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $13.1B | 24.7% | |
| RUSSELL 1000 GROWTH FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3330725 / PN 001 | Common Collective Trust | — | — | $4.4B | 8.3% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | — | $3.5B | 6.7% | |
| US DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $2.5B | 4.8% | |
| STATE STREET S&P MIDCAP(R) INDEX SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $2.5B | 4.8% | |
| RUSSELL 1000 VALUE FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3330726 / PN 001 | Common Collective Trust | — | — | $1.7B | 3.3% | |
| RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3273839 / PN 001 | Common Collective Trust | — | — | $1.3B | 2.5% | |
| EMERGING MARKETS INDEX NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3832702 / PN 001 | Common Collective Trust | — | — | $1.2B | 2.3% | |
| MSCI EQUITY INDEX FUND-JAPAN | — | — | — | $813.5M | 1.5% | |
| COMMINGLED PENSION TRUST FUND (CORE JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $639.1M | 1.2% | |
| MSCI EQ INDEX FUND-UNITED KINGDOM | — | — | — | $527.2M | 1.0% | |
| MSCI EQUITY INDEX FUND-FRANCE | — | — | — | $393.6M | 0.7% | |
| MSCI EQ INDEX FUND-SWITZERLAND | — | — | — | $336.7M | 0.6% | |
| MSCI EQUITY INDEX FUND-GERMANY | — | — | — | $327.4M | 0.6% | |
| BLACKROCK MSCI EAFE SM CAP EQUITY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2500178 / PN 001 | Common Collective Trust | — | — | $314.2M | 0.6% | |
| MSCI EQUITY INDEX FUND-AUSTRALIA | — | — | — | $260.6M | 0.5% | |
| DEVELOPED REAL ESTATE INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2659367 / PN 001 | Common Collective Trust | — | — | $201.1M | 0.4% | |
| MSCI EQ INDEX FUND-NETHERLANDS | — | — | — | $162.9M | 0.3% | |
| MSCI EQUITY INDEX FUND-SWEDEN | — | — | — | $125.4M | 0.2% | |
| MSCI EQUITY INDEX FUND-DENMARK | — | — | — | $102.4M | 0.2% | |
| MSCI EQUITY INDEX FUND-ITALY | — | — | — | $98.8M | 0.2% | |
| US TIPS FUND E | — | — | — | $97.6M | 0.2% | |
| US TREASURY INFLATION PROTECTED SEC BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $97.6M | 0.2% | |
| MSCI EQUITY INDEX FUND-SPAIN | — | — | — | $97.2M | 0.2% | |
| COMMINGLED PENSION TRUST FUND (EMER JPMORGAN CHASE BANK, N.A. · EIN 13-3744061 / PN 001 | Common Collective Trust | — | — | $94.1M | 0.2% | |
| MSCI EQUITY INDEX FUND-HONG KONG | — | — | — | $70.3M | 0.1% | |
| COMMINGLED PENSION TR FD (LIQUIDITY JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $68.2M | 0.1% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $63.3M | 0.1% | |
| MSCI EQUITY INDEX FUND-SINGAPORE | — | — | — | $59.3M | 0.1% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | — | $39.5M | <0.1% | |
| MSCI EQUITY INDEX FUND-BELGIUM | — | — | — | $35.8M | <0.1% | |
| MSCI EQUITY INDEX FUND-FINLAND | — | — | — | $34.9M | <0.1% | |
| MSCI EQUITY INDEX FUND-ISRAEL | — | — | — | $34.2M | <0.1% | |
| Corporate debt instruments (other than employer securities): All other | — | — | — | $24.2M | <0.1% | |
| MSCI EQUITY INDEX FUND-NORWAY | — | — | — | $20.6M | <0.1% | |
| MSCI EQUITY INDEX FUND-IRELAND | — | — | — | $10.0M | <0.1% | |
| MSCI EQ INDEX FUND-NEW ZEALAND | — | — | — | $6.9M | <0.1% | |
| MSCI EQUITY INDEX FUND-AUSTRIA | — | — | — | $6.9M | <0.1% | |
| MSCI EQUITY INDEX FUND-PORTUGAL | — | — | — | $5.8M | <0.1% | |
| Other | OTHER | — | — | $3.7M | <0.1% | |
| U.S. Government securities | — | — | — | $604K | <0.1% | |
| Corporate debt instruments (other than employer securities): Preferred | — | — | — | $148K | <0.1% |