FOCUSED INVESTORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

252,726

Total plan assets

$47.2B

Filings (rows)

Direct comp

$2.1M

Indirect comp

$17K

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN	JERSEY CITY, NJ	Other NONE	83,812	$16.3B	$670K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN	JERSEY CITY, NJ	Other NONE	78,270	$16.1B	$747K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION