Click a collective trust to see every plan that holds it.
| 6 |
| JPMCB SMARTRETIREMENT DRE 2055 CF-C | 6 |
| JPMCB SMARTRETIREMENT DRE 2040 CF-C | 6 |
| JPMCB LONG CREDIT FUND | 6 |
| JP MORGAN STRATEGIC PROPERTY FUND | 6 |
| JPMCB SMARTRETIREMENT DRE INCOME CF | 6 |
| JPMCB SMARTRETIREMENT DRE 2025 CF-C | 6 |
| STRATEGIC PROPERTY FUND | 6 |
| JPMCB SMARTRETIREMENT DRE 2045 CF-C | 6 |
| JPMCB SMARTRETIREMENT DRE 2050 CF-C | 6 |
| JPMCB SMARTRETIREMENT DRE 2060 CF-C | 6 |
| JPMCB STRATEGIC PROPERTY FUND | 6 |
| COMINGLED PENSION TRUST - STABLE V | 5 |
| JPMCB CORPORATE HIGH YIELD FUND | 4 |
| JP MORGAN CHASE BANK NA CORE BOND | 3 |
| JPMCB MTG PVT PLMT FD | 3 |
| JPM SPECIAL SITUATION | 3 |
| COMMINGLED PENSION TRUST-LIQUIDITY | 3 |
| JP MORGAN DIVERSIFIED PLUS FUND | 3 |
| JP MORGAN HIGH YIELD FUND | 3 |
| COM PEN TRUSST FD INTERNATIONAL EQ | 3 |
| JPMCB STATEGIC PROPERTY FUND | 3 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other service providers | — | $17.4B | $1.2M | $0 |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other service providers | — | $16.6B | $1.3M | $0 |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Trustee | 25,843 | $15.6B | $1.2M | $0 |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Trustee | 26,369 | $15.3B | $1.2M | $0 |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other service providers | — | $15.3B | $2.2M | $0 |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Trustee | 25,179 | $14.8B | $1.2M | $0 |
| DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK, NY | Trustee | — | $8.0B | $2.0M | $66K |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other service providers | 8,869 | $5.3B | $335K | $0 |
| BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN NEW YORK STATE NURSES ASSOCIATION PENSION PLAN | ALBANY, NY | Other service providers | 19,697 | $5.0B | $52K | $0 |
| MCDONALDS CORPORATION AND SUBSIDIARIES MCDONALD'S CORPORATION 401(K) PLAN | CHICAGO, IL | Other service providers | 20,872 | $3.6B | $51K | $0 |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Custodian | 457 | $1.9B | $21K | $20K |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Custodian | 400 | $1.9B | $21K | $21K |
| COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE RETIREMENT TRUST | NEW YORK, NY | Trustee | — | $1.4B | $311K | $45K |
| COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE RETIREMENT TRUST | NEW YORK, NY | Trustee | — | $1.4B | $316K | $13K |
| COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE RETIREMENT TRUST | NEW YORK, NY | Trustee | — | $1.3B | $226K | $191K |
| MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO, IL | Trustee | — | $1.3B | $102K | $0 |
| TRIUMPH AEROSTRUCTURES, LLC VOUGHT AIRCRAFT INDUSTRIES, INC. HOURLY RETIREMENT PLAN | RADNOR, PA | Custodian | 72 | $1.2B | $312K | $0 |
| TRIUMPH AEROSTRUCTURES, LLC VOUGHT AIRCRAFT INDUSTRIES, INC. HOURLY RETIREMENT PLAN | RADNOR, PA | Other service providers | 89 | $1.2B | $277K | $0 |
| FOX CORPORATION FOX MASTER TRUST | NEW YORK, NY | Other service providers | — | $889.3M | $185K | $0 |
| FOX CORPORATION FOX MASTER TRUST | NEW YORK, NY | Other service providers | — | $888.0M | $181K | $0 |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Custodian | 367 | $848.9M | $22K | $25K |
| FOX CORPORATION FOX MASTER TRUST | NEW YORK, NY | Other service providers | — | $796.0M | $180K | $0 |
| FOX CORPORATION FOX PENSION PLAN | NEW YORK, NY | Other service providers | 1,260 | $793.6M | $26K | $0 |
| FOX CORPORATION FOX PENSION PLAN | NEW YORK, NY | Other service providers | 1,163 | $771.3M | $27K | $0 |
| FOX CORPORATION FOX PENSION PLAN | NEW YORK, NY | Other service providers | 1,443 | $721.7M | $24K | $0 |
| BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND I. A. T. S. E. NATIONAL PENSION FUND | NEW YORK, NY | Other service providers | 15,401 | $673.2M | $229K | $0 |
| BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND I. A. T. S. E. NATIONAL PENSION FUND | NEW YORK, NY | Other service providers | 13,243 | $630.0M | $271K | $0 |
| BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTON SHEET METAL WORKERS' LOCAL 100 WASHINGTON, D.C. AREA PENSION FUND | PORTLAND, OR | Other service providers | 1,336 | $391.6M | $219K | $0 |
| BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTON SHEET METAL WORKERS' LOCAL 100 WASHINGTON, D.C. AREA PENSION FUND | PORTLAND, OR | Other service providers | 1,355 | $370.4M | $275K | $0 |
| LEXMARK INTERNATIONAL, INC. LEXMARK RETIREMENT GROWTH ACCOUNT PLAN MASTER TRUST | LEXINGTON, KY | Other service providers | — | $363.7M | $209K | $587 |
| LEXMARK INTERNATIONAL, INC. LEXMARK RETIREMENT GROWTH ACCOUNT PLAN MASTER TRUST | LEXINGTON, KY | Other service providers | — | $358.1M | $172K | $0 |
| BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTON SHEET METAL WORKERS' LOCAL 100 WASHINGTON, D.C. AREA PENSION FUND | PORTLAND, OR | Other service providers | 1,460 | $348.1M | $315K | $0 |
| LEXMARK INTERNATIONAL, INC. LEXMARK RETIREMENT GROWTH ACCOUNT PLAN MASTER TRUST | LEXINGTON, KY | Other service providers | — | $322.2M | $164K | $0 |
| MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO, IL | Trustee | — | $282.4M | $76K | $0 |
| NC TRANSACTION, INC. NEWS CORP PENSION PLAN | NEW YORK, NY | Other service providers | 182 | $207.9M | $45K | $0 |
| NC TRANSACTION, INC. NEWS CORP PENSION PLAN | NEW YORK, NY | Other service providers | 168 | $206.2M | $75K | $0 |
| NC TRANSACTION, INC. NC TRANSACTION, INC. MASTER TRUST | NEW YORK, NY | Other service providers | — | $197.9M | $45K | $0 |
| NC TRANSACTION, INC. NEWS CORP PENSION PLAN | NEW YORK, NY | Other service providers | 210 | $197.9M | $15K | $0 |
| THE GOODYEAR TIRE & RUBBER COMPANY THE GOODYEAR TIRE & RUBBER COMPANY COMMINGLED TRUST INTERNATIONAL EQUITY FUND | AKRON, OH | Other service providers | — | $179.1M | $771K | $0 |
| BOARD OF TRUSTEES - ANNUITY FUND LOCAL 764 ANNUITY FUND OF WARDROBE ATTENDANTS UNION LOCAL 764 | NEW YORK, NY | Other service providers | 1,911 | $177.4M | $102K | $0 |
| THE GOODYEAR TIRE & RUBBER COMPANY THE GOODYEAR TIRE & RUBBER COMPANY COMMINGLED TRUST INTERNATIONAL EQUITY FUND | AKRON, OH | Other service providers | — | $176.5M | $865K | $0 |
| REYNOLDS AMERICAN INC. BROWN & WILLIAMSON TOBACCO CORPORATION WELFARE & FRINGE BENEFITS PLAN | WINSTON-SALEM, NC | Other service providers | — | $171.6M | $7K | $0 |
| REYNOLDS AMERICAN INC. BROWN & WILLIAMSON TOBACCO CORPORATION WELFARE & FRINGE BENEFITS PLAN | WINSTON-SALEM, NC | Other service providers | — | $169.9M | $8K | $0 |
| BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PEN HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENSION FUND | QUINCY, MA | Other service providers | 597 | $166.3M | $61K | $0 |
| BOARD OF TRUSTEES - ANNUITY FUND LOCAL 764 ANNUITY FUND OF WARDROBE ATTENDANTS UNION LOCAL 764 | NEW YORK, NY | Other service providers | 1,879 | $165.1M | $113K | $0 |
| REYNOLDS AMERICAN INC. BROWN & WILLIAMSON TOBACCO CORPORATION WELFARE & FRINGE BENEFITS PLAN | WINSTON-SALEM, NC | Other service providers | — | $160.9M | $208K | $0 |
| TNG INTERNATIONAL PENSION FUND THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN | WASHINGTON, DC | Other service providers | 500 | $160.5M | $87K | $0 |
| THE GOODYEAR TIRE & RUBBER COMPANY THE GOODYEAR TIRE & RUBBER COMPANY COMMINGLED TRUST INTERNATIONAL EQUITY FUND | AKRON, OH | Other service providers | — | $160.0M | $805K | $0 |
| TNG INTERNATIONAL PENSION FUND THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN | WASHINGTON, DC | Other service providers | 479 | $156.6M | $54K | $0 |
| BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PEN HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENSION FUND | QUINCY, MA | Other service providers | 570 | $153.8M | $75K | $0 |
| BOARD OF TRUSTEES - ANNUITY FUND LOCAL 764 ANNUITY FUND OF WARDROBE ATTENDANTS UNION LOCAL 764 | NEW YORK, NY | Other service providers | 1,929 | $149.7M | $125K | $0 |
| CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION RETIREE HEALTH REIMBURSEMENT AND LIFE INSURANCE PLAN | READING, PA | Other service providers | 0 | $141.3M | $17K | $0 |
| CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION RETIREE HEALTH REIMBURSEMENT AND LIFE INSURANCE PLAN | READING, PA | Other service providers | 0 | $124.2M | $17K | $0 |
| BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND UPSTATE NEW YORK ENGINEERS HEALTH FUND | SYRACUSE, NY | Other service providers | 2,303 | $111.6M | $20K | $0 |
| TNG INTERNATIONAL PENSION FUND THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN | WASHINGTON, DC | Other service providers | 549 | $90.3M | $61K | $0 |
| FOX CORPORATION PENSION PLAN OF LOCALS 794 & 819, I.A.T.S.E. | NEW YORK, NY | Other service providers | 55 | $79.1M | $21K | $0 |
| FOX CORPORATION PENSION PLAN OF LOCALS 794 & 819, I.A.T.S.E. | NEW YORK, NY | Other service providers | 65 | $76.4M | $21K | $0 |
| FOX CORPORATION PENSION PLAN OF LOCALS 794 & 819, I.A.T.S.E. | NEW YORK, NY | Other service providers | 49 | $75.2M | $21K | $0 |
| BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND BOSTON PLASTERERS' & CEMENT MASONS' UNION LOCAL 534 PENSION FUND | BOSTON, MA | Other service providers | 212 | $55.3M | $8K | $0 |
| BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND BOSTON PLASTERERS' & CEMENT MASONS' UNION LOCAL 534 PENSION FUND | BOSTON, MA | Other service providers | 232 | $50.7M | $9K | $0 |
| BOARD OF TRUSTEES FOR CEMENT MASONS CEMENT MASONS PENSION FUND OF LOCAL NO. 165 | LANSING, MI | Other service providers | 95 | $46.6M | $251K | $0 |
| FOX CORPORATION PENSION PLAN FOR UNION EMPLOYEES OF FOX TELEVISION STATIONS, LLC | NEW YORK, NY | Other service providers | 166 | $45.1M | $21K | $0 |
| BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND BOSTON PLASTERERS' & CEMENT MASONS' UNION LOCAL 534 PENSION FUND | BOSTON, MA | Other service providers | 245 | $43.6M | $10K | $0 |
| FOX CORPORATION PENSION PLAN FOR UNION EMPLOYEES OF FOX TELEVISION STATIONS, LLC | NEW YORK, NY | Other service providers | 209 | $42.6M | $21K | $0 |
| BOARD OF TRUSTEES FOR CEMENT MASONS CEMENT MASONS PENSION FUND OF LOCAL NO. 165 | LANSING, MI | Other service providers | 107 | $42.6M | $226K | $0 |
| FOX CORPORATION PENSION PLAN FOR UNION EMPLOYEES OF FOX TELEVISION STATIONS, LLC | NEW YORK, NY | Other service providers | 163 | $42.4M | $21K | $0 |
| BOARD OF TRUSTEES FOR CEMENT MASONS PENSION FUND OF LOCAL NO. 165 CEMENT MASONS PENSION FUND OF LOCAL NO. 165 | LANSING, MI | Other service providers | 105 | $38.0M | $243K | $0 |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 ANNUITY FUND TEAMSTERS LOCAL 814 ANNUITY FUND | NORTH HALEDON, NJ | Other service providers | 401 | $32.7M | $25K | $0 |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 ANNUITY FUND TEAMSTERS LOCAL 814 ANNUITY FUND | NORTH HALEDON, NJ | Other service providers | 422 | $31.6M | $25K | $0 |
| TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND | OAK BROOK, IL | Other service providers | 594 | $20.6M | $5K | $0 |
| TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND | OAK BROOK, IL | Other service providers | 515 | $16.6M | $8K | $0 |
| CONTINENTAL CASUALTY COMPANY CNA HEALTH AND GROUP BENEFITS PROGRAM | CHICAGO, IL | Custodian | 4,302 | $12.4M | $9K | $3K |
| THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND | ALBANY, NY | Other service providers | 155,503 | $6.5M | $32K | $0 |
| THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND | ALBANY, NY | Other service providers | 151,182 | $6.4M | $24K | $0 |
| THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND | ALBANY, NY | Other service providers | 156,174 | $6.0M | $23K | $0 |
| AKER SOLUTIONS INC. KVAERNER CONSOLIDATED RETIREMENT PLAN | HOUSTON, TX | Other service providers | 0 | $213K | $30K | $0 |
| BOARD OF ADMIN. DETROIT TYPO. UN. DETROIT TYPO. NO. 18 WITH DET. NEWSPAPER PUB. RET. INC. PLAN | JUPITER, FL | Other service providers | 0 | $132K | $9K | $0 |
| BOARD OF ADMIN. DETROIT TYPO. UN. DETROIT TYPO. NO. 18 WITH DET. NEWSPAPER PUB. RET. INC. PLAN | JUPITER, FL | Other service providers | 2 | $113K | $12K | $0 |
| BOARD OF ADMIN. DETROIT TYPO. UN. DETROIT TYPO. NO. 18 WITH DET. NEWSPAPER PUB. RET. INC. PLAN | JUPITER, FL | Other service providers | 0 | $106K | $12K | $0 |
| BOARD OF ADMIN. DETROIT TYPO. UN. DETROIT TYPO. NO. 18 WITH DET. NEWSPAPER PUB. RET. INC. PLAN | JUPITER, FL | Other service providers | 0 | $104K | $13K | $0 |
