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 2025 R6 in their Schedule of Assets, totaling $3.2M 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 | PHOENIX GLOBAL PHOENIX SERVICES LLC 401(K) PLAN | RADNOR PA | 402 | $14.2M | $2.5M |
| 2 | OCEUS NETWORKS, LLC OCEUS NETWORKS, LLC 401(K) PLAN | HERNDON VA | 63 | $24.9M | $619K |
| 3 | TAMPA SCHOOL DEVELOPMENT CORPORATION DBA TRINITY SCHOOL FOR CHILDREN TRINITY SCHOOL FOR CHILDREN 401(K) PLAN |
TAMPA FL |
| 130 |
| $3.9M |
| $8K |
