Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Smart Retirement 2020 Fund # in their Schedule of Assets, totaling $5.2M 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 | WOODS ROGERS VANDEVENTER BLACK PLC WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN | NORFOLK VA | 264 | $135.3M | $2.4M |
| 2 | AIRBUS U.S. SPACE & DEFENSE, INC. AIRBUS U.S. SPACE & DEFENSE, INC. 401(K) RETIREMENT PLAN | ARLINGTON VA | 522 | $135.4M | $1.2M |
| 3 | SCHULER SHOES, INC. |
MAPLE GROVE MN |
| 167 |
| $16.5M |
| $680K |
| 4 | OX PAPER TUBE & CORE, LLC OX INDUSTRIES 401(K) PLAN | HANOVER PA | 521 | $26.4M | $327K |
| 5 | BEARING TECHNOLOGIES, LTD BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN | AVON OH | 150 | $17.7M | $309K |
| 6 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $216K |
| 7 | ASSOCIATED OPHTHALMOLOGISTS, LTD. ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN | PHOENIX AZ | 116 | $21.5M | $71K |
| 8 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $13K |
