Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP MORGAN 2020 SMARTRTIRMNT R6 MUTUAL FUNDS in their Schedule of Assets, totaling $4.6M 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 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 1,035 | $45.7M | $2.9M |
| 2 | WELDON, WILLIAMS & LICK, INC. WELDON, WILLIAMS & LICK, INC. 401(K) PLAN | FORT SMITH AR | 137 | $27.2M | $1.1M |
| 3 | SPRINGFIELD ANESTHESIA SERVICE, INC |
WEST SPRINGFIELD MA |
| 16 |
| $80.3M |
| $585K |
| 4 | TANKNOLOGY INC. TANKNOLOGY INC. 401(K) PLAN | AUSTIN TX | 325 | $16.6M | $21K |
