Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Securities, LLC SmartRetirement 2035 R5 in their Schedule of Assets, totaling $1.7M 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 | PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC 401(K) SAVINGS PLAN | CHICAGO IL | 470 | $77.9M | $1.7M |
