Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JP Morgan Smartrtmt 2060 R6 Fund in their Schedule of Assets, totaling $2.2M 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 | OREGON STATE CREDIT UNION OREGON STATE CREDIT UNION 401(K) PLAN | CORVALLIS OR | 295 | $47.0M | $2.2M |
