Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Smart Retirement 2020 in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UROPARTNERS, LLC UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 0 | $24.2M | $972K |
| 2 | R BANK TEXAS R BANK TEXAS 401(K) PLAN | ROUND ROCK TX | 160 | $7.1M | $220K |
| 3 | METRO CORP. METRO CORP. RETIREMENT SAVINGS PLAN |
| 81 |
| $10.6M |
| $6K |
