Click a collective trust to see every plan that holds it.
| 7 |
| JPMCB SMARTRET PASSIVE BLEND 2035-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2050-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2055-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2040-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2030-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2025-C | 7 |
| JPMCB SMARTRET PASSIVE BLEND 2060-C | 6 |
| COMMINGLED PENSION TRUST FUND | 6 |
| JPMCB LIQUIDITY FUND | 6 |
| JPMCB CORPORATE HIGH YIELD FUND | 5 |
| JPMORGAN SMART RETIREMENT 2050 FUND | 3 |
| COMMINGLED PENSION TRUST FD SPECIAL | 3 |
| COMMINGLED PENSION TRUST CORE BOND | 3 |
| JPMCB LDI DIVERSIFIED BALANCED FUND | 3 |
| COMMINGLED PENSION TRUST LIQUIDITY | 3 |
| CPTF INTERMEDIATE BOND OF JPM | 3 |
| COMMINGLED PENSION TRUST FD STRATEG | 3 |
| LIQUIDITY FUND | 3 |
| JPMCB GROWTH ADVANTAGE FUND | 3 |
| CORE BOND OF JPMORGAN CHASE BANK | 3 |
| INTERNATIONAL RATES FUND | 3 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other service providers | — | $7.2B | $2.1M | $0 |
| B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND UNITED ASSOCIATION NATIONAL PENSION FUND | ALEXANDRIA, VA | Other service providers | 88,454 | $7.1B | $720K | $0 |
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other service providers | — | $7.0B | $3.4M | $0 |
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other service providers | — | $6.9B | $3.7M | $0 |
| B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND UNITED ASSOCIATION NATIONAL PENSION FUND | ALEXANDRIA, VA | Other service providers | 84,317 | $6.7B | $694K | $0 |
| ALTRIA CLIENT SERVICES LLC ALTRIA RETIREMENT PLAN | RICHMOND, VA | Trustee | 2,132 | $6.7B | $1.4M | $0 |
| ALTRIA CLIENT SERVICES LLC ALTRIA RETIREMENT PLAN | RICHMOND, VA | Trustee | 2,242 | $6.5B | $924K | $0 |
| ALTRIA CLIENT SERVICES LLC ALTRIA RETIREMENT PLAN | RICHMOND, VA | Trustee | 1,989 | $6.4B | $1.1M | $0 |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other service providers | — | $5.5B | $883K | $1 |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Trustee | 9,682 | $5.4B | $665K | $0 |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Trustee | 10,546 | $5.4B | $683K | $0 |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other service providers | — | $5.4B | $691K | $100K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other service providers | — | $5.3B | $884K | $73K |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Trustee | 9,117 | $5.2B | $496K | $0 |
| OHIO OPERATING ENGINEERS PENSION PLAN OHIO OPERATING ENGINEERS PENSION PLAN | COLUMBUS, OH | Other service providers | 10,387 | $3.6B | $232K | $0 |
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Trustee | 14,814 | $3.5B | $17.2M | $0 |
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Trustee | 15,151 | $3.5B | $16.5M | $0 |
| OHIO OPERATING ENGINEERS PENSION PLAN OHIO OPERATING ENGINEERS PENSION PLAN | COLUMBUS, OH | Other service providers | 10,029 | $3.4B | $232K | $0 |
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Trustee | 14,993 | $3.4B | $16.5M | $0 |
| VALERO ENERGY CORPORATION VALERO ENERGY CORPORATION PENSION PLAN | SAN ANTONIO, TX | Other service providers | 6,554 | $2.6B | $23K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY SAVINGS AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 5,078 | $2.3B | $60K | $0 |
| TRANSAMERICA CORPORATION TRANSAMERICA PENSION PLAN | CEDAR RAPIDS, IA | Other service providers | 6,519 | $2.2B | $653K | $0 |
| DTE ENERGY CORPORATE SERVICES,LLC DTE ENERGY COMPANY SAVINGS AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 5,492 | $2.2B | $40K | $0 |
| DTE ENERGY CORPORATE SERVICES,LLC DTE ENERGY COMPANY SAVINGS AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 5,669 | $2.0B | $46K | $0 |
| TRANE TECHNOLOGIES COMPANY LLC TRANE TECHNOLOGIES COLLECTIVE TRUST | DAVIDSON, NC | Trustee | — | $1.6B | $997K | $0 |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN, MN | Trustee | 1,648 | $1.6B | $287K | $0 |
| TRANE TECHNOLOGIES COMPANY LLC TRANE TECHNOLOGIES COLLECTIVE TRUST | DAVIDSON, NC | Trustee | — | $1.5B | $848K | $0 |
| TRANE TECHNOLOGIES COMPANY LLC TRANE TECHNOLOGIES COLLECTIVE TRUST | DAVIDSON, NC | Trustee | — | $1.5B | $263K | $0 |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN, MN | Trustee | 1,889 | $1.5B | $283K | $0 |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN, MN | Trustee | 1,442 | $1.4B | $277K | $138K |
| BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FD CHICAGO PAINTERS AND DECORATORS PENSION FUND | DARIEN, IL | Other service providers | 2,138 | $1.2B | $101K | $0 |
| BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING, MI | Other service providers | 9,974 | $1.1B | $8K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA | DETROIT, MI | Other service providers | 3,439 | $963.3M | $11K | $0 |
| ADVANCE PUBLICATIONS, INC. ADVANCE PENSION PLAN | NEW YORK, NY | Other service providers | 626 | $962.1M | $352K | $0 |
| ADVANCE PUBLICATIONS, INC. ADVANCE PENSION PLAN | NEW YORK, NY | Other service providers | 550 | $911.3M | $574K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA | DETROIT, MI | Other service providers | 3,556 | $857.5M | $8K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF UTILITY WORKERS UNION OF AMERICA | DETROIT, MI | Other service providers | 3,716 | $783.4M | $9K | $0 |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Custodian | 4,717 | $505.8M | $59K | $0 |
| ITG BRANDS, LLC ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES | GREENSBORO, NC | Other service providers | 317 | $445.3M | $292K | $10K |
| BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND UPSTATE NEW YORK ENGINEERS PENSION FUND | SYRACUSE, NY | Other service providers | 1,942 | $323.2M | $7K | $0 |
| HILL-ROM HOLDINGS, INC. HILL-ROM, INC. PENSION PLAN | BATESVILLE, IN | Trustee | 780 | $241.8M | $31K | $0 |
| HILL-ROM HOLDINGS, INC. HILL-ROM, INC. PENSION PLAN | BATESVILLE, IN | Trustee | 712 | $229.8M | $25K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW | DETROIT, MI | Other service providers | 581 | $229.0M | $4K | $0 |
| HILL-ROM HOLDINGS, INC. HILL-ROM, INC. PENSION PLAN | BATESVILLE, IN | Trustee | 833 | $228.6M | $19K | $0 |
| EVONIK CORPORATION EVONIK CORP MASTER TRUST | PISCATAWAY, NJ | Other service providers | — | $228.0M | $31K | $0 |
| EVONIK CORPORATION EVONIK CORP MASTER TRUST | PISCATAWAY, NJ | Other service providers | — | $221.2M | $16K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW | DETROIT, MI | Other service providers | 591 | $199.1M | $2K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW | DETROIT, MI | Other service providers | 579 | $167.0M | $2K | $0 |
| UST LLC UST LLC RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Trustee | 265 | $160.3M | $52K | $0 |
| UST LLC UST LLC RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Trustee | 316 | $129.8M | $64K | $0 |
| ALTRIA CLIENT SERVICES LLC THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES | RICHMOND, VA | Trustee | 0 | $123.8M | $81K | $0 |
| DAYCO INCORPORATED DAYCO DEFINED BENEFIT PENSION PLAN | ROSEVILLE, MI | Trustee | 39 | $122.7M | $191K | $2K |
| DAYCO PRODUCTS, LLC DAYCO DEFINED BENEFIT PENSION PLAN | ROSEVILLE, MI | Trustee | 38 | $114.2M | $146K | $0 |
| MUVIQ USA, LLC MUVIQ USA DEFINED BENEFIT PENSION PLAN | ROSEVILLE, MI | Trustee | 36 | $111.4M | $230K | $0 |
| THE DOE RUN RESOURCES CORPORATION THE DOE RUN RESOURCES CORPORATION RETIREMENT PLAN | SAINT LOUIS, MO | Advisor / Consultant | 257 | $111.0M | $8K | $0 |
| ALTRIA CLIENT SERVICES LLC THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES | RICHMOND, VA | Trustee | 0 | $107.7M | $157K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE GAS COMPANY INVESTMENT AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 438 | $104.7M | $2K | $0 |
| INSTANT BRANDS HOLDINGS, INC. INSTANT BRANDS PENSION PLAN | ROSEMONT, IL | Other service providers | 238 | $103.3M | $57K | $0 |
| INSTANT BRANDS HOLDINGS, INC. INSTANT BRANDS PENSION PLAN | ROSEMONT, IL | Other service providers | 212 | $97.8M | $47K | $0 |
| INSTANT BRANDS HOLDINGS, INC. INSTANT BRANDS PENSION PLAN | ROSEMONT, IL | Other service providers | 249 | $96.7M | $57K | $0 |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 PENSION FUND TEAMSTERS LOCAL 814 PENSION FUND | NORTH HALEDON, NJ | Other service providers | 379 | $92.8M | $121K | $0 |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 PENSION FUND TEAMSTERS LOCAL 814 PENSION FUND | NORTH HALEDON, NJ | Other service providers | 393 | $90.9M | $192K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE GAS COMPANY INVESTMENT AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 431 | $90.8M | $2K | $0 |
| ALTRIA CLIENT SERVICES LLC THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES | RICHMOND, VA | Trustee | 0 | $90.5M | $127K | $0 |
| TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUND JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUND | JACKSONVILLE, FL | Other service providers | 284 | $87.0M | $21K | $0 |
| ANYWHERE REAL ESTATE GROUP LLC ANYWHERE REAL ESTATE GROUP LLC PENSION PLAN | PARSIPPANY, NJ | Other service providers | 75 | $85.7M | $23K | $0 |
| TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUND JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUND | JACKSONVILLE, FL | Other service providers | 272 | $81.3M | $20K | $0 |
| DTE ENERGY CORPORATE SERVICES, LLC DTE GAS COMPANY INVESTMENT AND STOCK OWNERSHIP PLAN | DETROIT, MI | Other service providers | 415 | $79.0M | $2K | $0 |
| SPX ENTERPRISES, LLC SPX MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE | CHARLOTTE, NC | Other service providers | — | $75.4M | $165K | $217 |
| FUJIFILM IMAGING COLORANTS, INC. FUJIFILM GROUP PENSION PLAN | VALHALLA, NY | Other service providers | 51 | $75.0M | $15K | $0 |
| THE DOE RUN RESOURCES CORPORATION THE DOE RUN RESOURCES CORPORATION RETIREMENT PLAN | SAINT LOUIS, MO | Advisor / Consultant | 226 | $71.1M | $21K | $0 |
| THE DOE RUN RESOURCES CORPORATION THE DOE RUN RESOURCES CORPORATION RETIREMENT PLAN | SAINT LOUIS, MO | Advisor / Consultant | 209 | $66.6M | $19K | $0 |
| SPX ENTERPRISES, LLC SPX MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE | CHARLOTTE, NC | Other service providers | — | $51.3M | $78K | $5K |
| SPX ENTERPRISES, LLC SPX MASTER TRUST FUND JP MORGAN CHASE BANK, TRUSTEE | CHARLOTTE, NC | Other service providers | — | $49.7M | $120K | $0 |
| MORGAN SERVICES, INC. MORGAN SERVICES, INC. RETIREMENT PLAN | CHICAGO, IL | Other service providers | 338 | $41.5M | $89K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Trustee | 4,231 | $29.1M | $12K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Trustee | 4,030 | $28.9M | $11K | $0 |
| US MAGNESIUM LLC US MAGNESIUM LLC HOURLY DEFINED BENEFIT PENSION PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 36 | $28.2M | $6K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Trustee | 1,422 | $26.7M | $11K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Trustee | 4,193 | $24.8M | $12K | $0 |
| US MAGNESIUM LLC US MAGNESIUM LLC HOURLY DEFINED BENEFIT PENSION PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 2 | $24.5M | $7K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Trustee | 1,396 | $24.3M | $12K | $0 |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Trustee | 1,293 | $20.3M | $10K | $0 |
| THE REPUBLICAN COMPANY THE REP. CO. PENS. PL. FOR EES REP. BY THE SPRINGFIELD NEWS | SPRINGFIELD, MA | Other service providers | 21 | $19.3M | $7K | $0 |
| THE REPUBLICAN COMPANY THE REP. CO. PENS. PL. FOR EES REP. BY THE SPRINGFIELD NEWS | SPRINGFIELD, MA | Other service providers | 19 | $18.9M | $12K | $0 |
| TRANE U.S. INC. TRANE PENSION PLAN | DAVIDSON, NC | Trustee | 1,171 | $16.4M | $5K | $0 |
| TRANE U.S. INC. TRANE PENSION PLAN | DAVIDSON, NC | Trustee | 1,079 | $14.4M | $8K | $0 |
| KOCH COMPANIES, LLC KOCH RETIREE MEDICAL PLAN | WICHITA, KS | Other service providers | 51 | $1.9M | $7K | $0 |
| KOCH COMPANIES, LLC KOCH RETIREE MEDICAL PLAN | WICHITA, KS | Other service providers | 60 | $1.9M | $6K | $0 |
| KOCH INDUSTRIES, INC. KOCH INDUSTRIES GROUP RETIREE MEDICAL PLAN | WICHITA, KS | Other service providers | 68 | $1.8M | $6K | $0 |
| DYNO NOBEL INC DYNO NOBEL INC. DEFINED BENEFIT PENSION PLAN II | SALT LAKE CITY, UT | Other service providers | 0 | $0 | $35K | $0 |
| DYNO NOBEL INC. DYNO NOBEL INC. DEFINED BENEFIT PENSION PLAN I | SALT LAKE CITY, UT | Other service providers | 0 | $0 | $35K | $0 |
| THE GOODYEAR TIRE & RUBBER COMPANY THE GOODYEAR TIRE & RUBBER COMPANY COMMINGLED TRUST FEES & EXPENSE ACCOUNT | AKRON, OH | Other service providers | — | $0 | $129K | $0 |
