Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Jpmorgan Smartretirement 2020 R6 in their Schedule of Assets, totaling $11.6M 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 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $4.2M |
| 2 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN | MILWAUKEE WI | 1,996 | $55.4M | $2.6M |
| 3 | ROTOR CLIP COMPANY, INC. |
SOMERSET NJ |
| 290 |
| $21.8M |
| $1.9M |
| 4 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN | MILWAUKEE WI | 6,652 | $29.9M | $860K |
| 5 | FRITZ INDUSTRIES, INC. FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 130 | $23.6M | $746K |
| 6 | PHOENIX HOUSE FOUNDATION INC. THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN | LONG ISLAND NY | 335 | $21.8M | $493K |
| 7 | G2 OPS, INC. G2 OPS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 134 | $8.2M | $423K |
| 8 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $235K |
| 9 | ALLIANCE STEEL CORPORATION ALLIANCE STEEL 401(K) PLAN | GARY IN | 125 | $11.3M | $194K |
