Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Chase Bank, N.A. SmartRetirement Passive Blend Income Fund in their Schedule of Assets, totaling $2.9M 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 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN | LOUISVILLE KY | 2,054 | $648.5M | $2.6M |
| 2 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE | LOUISVILLE KY | 335 | $35.9M | $294K |
