Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Mutual funds - JP Morgan SmartRetirement Blend 2050 R6 in their Schedule of Assets, totaling $8.5M 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 | GENESIS ENERGY, LLC GENESIS ALKALI, LLC SAVINGS INVESTMENT PLAN | HOUSTON TX | 1,015 | $126.8M | $8.5M |
