Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bank of America, N.A. JPMorgan Smartret 2030 in their Schedule of Assets, totaling $74K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TANKNOLOGY INC. TANKNOLOGY INC. 401(K) PLAN | AUSTIN TX | 325 | $16.6M | $74K |
