Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investment Mgt SmartRetirement Blend 2020 Fund in their Schedule of Assets, totaling $132K 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 | CHETU, INC. CHETU, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 127 | $7.4M | $132K |
