Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Smartretirement 2025 R6 Mutual Fund in their Schedule of Assets, totaling $971K 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 | COOPER HOLDINGS, INC. COOPER HOLDINGS, INC. 401(K) PLAN | ATLANTA GA | 101 | $14.8M | $971K |
