JPMORGAN INVESTMENT
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
55
Active participants
245,080
Total plan assets
$145.2B
Filings (rows)
55
Direct comp
$42.0M
Indirect comp
$0
Aggregating 5 name variants under "JPMORGAN INVESTMENT"
SERVICES PROVIDED
Other46
Recordkeeper5
Advisor / Consultant4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| JPMORGAN CORE BD FD | 2 |
| MFO JPMC CORE BD FD | 1 |
Top plans served
All 55 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. CONSOLIDATED EDISON RETIREMENT PLAN | NEW YORK, NY | Other NONE | 10,608 | $16.2B | $10.0M |
| CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. CONSOLIDATED EDISON RETIREMENT PLAN | NEW YORK, NY | Other NONE | 10,779 | $15.8B | $10.2M |
| CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. CONSOLIDATED EDISON RETIREMENT PLAN | NEW YORK, NY | Other NONE | 10,314 | $15.6B | $7.8M |
| WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD, IL | Other NONE | — | $13.3B | $117K |
| WALGREEN CO WALGREEN PROFIT-SHARING RETIREMENT TRUST | DEERFIELD, IL | Other NONE | — | $11.6B | $201K |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 43,601 | $7.2B | $648K |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 46,104 | $6.6B | $1.1M |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 9,682 | $5.4B | $520K |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 10,546 | $5.4B | $879K |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 9,117 | $5.2B | $488K |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN | PHOENIX, AZ | Other NONE | — | $3.3B | $667K |
| BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST | WHITE PLAINS, NY | Other INVESTMENT MGMT | 5,009 | $3.2B | $848K |
| FRONTIER COMMUNICATIONS CORPORATION FRONTIER COMMUNICATIONS PENSION PLAN | NORWALK, CT | Other N/A | 13,220 | $2.9B | $454K |
| FRONTIER COMMUNICATIONS PARENT, INC. FRONTIER COMMUNICATIONS PENSION PLAN | NORWALK, CT | Other N/A | 10,653 | $2.8B | $756K |
| FRONTIER COMMUNICATIONS CORPORATION FRONTIER COMMUNICATIONS PENSION PLAN | NORWALK, CT | Other N/A | 11,190 | $2.6B | $745K |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN | PHOENIX, AZ | Other NONE | — | $2.5B | $153K |
| FRONTIER COMMUNICATIONS PARENT, INC. FRONTIER COMMUNICATIONS PENSION PLAN | NORWALK, CT | Other N/A | 8,761 | $2.4B | $251K |
| BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE, IL | Other NONE | 5,031 | $2.3B | $180K |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC DC PLANS MASTER TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.2B | $551K |
| BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE, IL | Other NONE | 4,997 | $2.1B | $175K |
| FRONTIER COMMUNICATIONS PARENT, INC. FRONTIER COMMUNICATIONS PENSION PLAN | NORWALK, CT | Other N/A | 9,659 | $2.1B | $337K |
| BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE, IL | Other NONE | 4,750 | $2.1B | $173K |
| TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUND UNITED FOOD AND COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND | DOWNERS GROVE, IL | Other NONE | 1,670 | $1.9B | $211K |
| VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP RETIREMENT TRUST | GREENSBORO, NC | Other NONE | — | $1.6B | $80K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN | CONCORD, CA | Other NONE | 2,266 | $1.1B | $609K |
| VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP RETIREMENT TRUST | GREENSBORO, NC | Other NONE | — | $1.1B | $289K |
| VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP RETIREMENT TRUST | GREENSBORO, NC | Other NONE | — | $1.1B | $266K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN | CONCORD, CA | Other NONE | 2,358 | $1.0B | $814K |
| PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUND PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND | TROY, MI | Other NONE | 1,378 | $422.4M | $33K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 188 | $359.4M | $113K |
| BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE RETIREMENT PLAN | KALAMAZOO, MI | Other NONE KNOWN | 2,015 | $317.5M | $246K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 175 | $314.6M | $133K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $313.0M | $246K |
| BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE RETIREMENT PLAN | KALAMAZOO, MI | Other NONE KNOWN | 2,069 | $306.1M | $207K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $303.3M | $219K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $278.6M | $197K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 169 | $270.8M | $133K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP EMPLOYEES' PENSION & RETIREMENT PLAN | NEW YORK, NY | Other NONE | 171 | $224.4M | $95K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP EMPLOYEES' PENSION & RETIREMENT PLAN | NEW YORK, NY | Other NONE | 143 | $218.5M | $81K |
| BEAM GLOBAL SPIRITS & WINE, INC. BEAM PENSION PLAN | CHICAGO, IL | Other NONE | 318 | $211.6M | $61K |
| PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP EMPLOYEES' PENSION & RETIREMENT PLAN | NEW YORK, NY | Other NONE | 178 | $207.6M | $95K |
| BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN IRONWORKERS LOCAL #16 PENSION PLAN | MERCER ISLAND, WA | Other NONE | 112 | $126.7M | $71K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 440 | $102.6M | $23K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 530 | $88.9M | $8K |
| BOARD OF TRUSTEES LABORERS' NATIONAL H&W FUND LABORERS' NATIONAL HEALTH AND WELFARE FUND | WASHINGTON, DC | Other NONE | 2,030 | $80.8M | $81K |
| BOARD OF TRUSTEES LABORERS' NATIONAL H&W FUND LABORERS' NATIONAL HEALTH AND WELFARE FUND | WASHINGTON, DC | Other NONE | 2,043 | $72.6M | $77K |
| BOARD OF TRUSTEES LABORERS' NATIONAL H&W FUND LABORERS' NATIONAL HEALTH AND WELFARE FUND | WASHINGTON, DC | Other NONE | 2,057 | $67.5M | $77K |
| VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | VIRGINIA BEACH, VA | Recordkeeper RECORDKEEPER | 230 | $27.7M | $6K |
| VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | VIRGINIA BEACH, VA | Recordkeeper RECORDKEEPER | 208 | $24.8M | $5K |
| MOHAWK FINE PAPERS INC. MOHAWK FINE PAPERS INC. NON-UNION RETIREMENT INCOME PLAN | COHOES, NY | Advisor / Consultant INVESTMENT ADVISOR | 32 | $23.5M | $141K |
| MOHAWK FINE PAPERS INC. MOHAWK FINE PAPERS INC. NON-UNION RETIREMENT INCOME PLAN | COHOES, NY | Advisor / Consultant INVESTMENT ADVISOR | 26 | $23.0M | $112K |
| VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | VIRGINIA BEACH, VA | Recordkeeper RECORDKEEPER | 195 | $22.1M | $5K |
| MOHAWK FINE PAPERS INC. MOHAWK FINE PAPERS INC. UNION RETIREMENT INCOME PLAN | COHOES, NY | Advisor / Consultant INVESTMENT ADVISOR | 58 | $19.2M | $97K |
| PDS TECH, INC. PDS 401(K) PLAN FOR DEFENSE EMPLOYEES | IRVING, TX | Recordkeeper RECORDKEEPER | 0 | $0 | $5K |
| CENTURY CONCRETE, INC. CENTURY CONCRETE 401(K) PLAN | VIRGINIA BEACH, VA | Recordkeeper RECORDKEEPER | 0 | $0 | $3K |