Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Collective investments funds JPMorgan SmartRetirement Passive Blend 2020 Fund Collective Investment Fund in their Schedule of Assets, totaling $6.6M 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE RETIREMENT PLAN | OAKLAND CA | 140,357 | $34.5B | $3.5M |
| 2 | THE PERMANENTE MEDICAL GROUP, INC. KAISER PERMANENTE EMPLOYEES PENSION PLAN | OAKLAND CA | 42,355 | $5.6B | $3.1M |
