JPMORGAN SECURITIES
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
12
Active participants
16,984
Total plan assets
$44.6B
Filings (rows)
12
Direct comp
$368K
Indirect comp
$100K
Aggregating 3 name variants under "JPMORGAN SECURITIES"
SERVICES PROVIDED
Other8
Advisor / Consultant4
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $17.9B | $19K |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| MUFG BANK, LTD. MUFG BANK, LTD. RETIREMENT PLAN | NEW YORK, NY | Other NONE | 5,502 | $3.6B | $75K |
| GENESIS ASSET MANAGERS, LLP THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS | PRIDES CROSSING, MA | Other NONE | — | $2.9B | $0 |
| MUFG BANK, LTD. MUFG BANK, LTD. RETIREMENT PLAN | NEW YORK, NY | Other NONE | 4,727 | $1.1B | $21K |
| MUFG BANK, LTD. MUFG BANK, LTD. RETIREMENT PLAN | NEW YORK, NY | Other NONE | 4,560 | $1.1B | $11K |
| CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | MC LEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 1,459 | $83.1M | $0 |
| ELEMENT BIOSCIENCES, INC. ELEMENT BIOSCIENCES 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 347 | $27.5M | $12K |
| CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 270 | $23.3M | $0 |
| HORTON LEES BROGDEN LIGHTING DESIGN INC. HORTON LEES BROGDEN LIGHTING DESIGN INC. 401K SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 119 | $13.5M | $22K |
| MONONGAHELA VALLEY HOSPITAL, INC. MONONGAHELA VALLEY HOSPITAL, INC. RETIREMENT INCOME PLAN | MONONGAHELA, PA | Other NONE | 0 | $0 | $209K |