Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P.MORGAN J.P.MORGAN SMARTRETIREMENT 2025 R6 in their Schedule of Assets, totaling $6.1M 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 | VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | VIRGINIA BEACH VA | 230 | $27.7M | $4.0M |
| 2 | ALBERT USTER IMPORTS, INC. ALBERT USTER IMPORTS, INC. 401(K) PLAN | GAITHERSBURG MD | 192 | $11.3M | $1.3M |
| 3 | ROLAND FOODS, LLC |
NEW YORK NY |
| 161 |
| $16.8M |
| $850K |
