Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Smart Retirement 2020 R6 in their Schedule of Assets, totaling $320K 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 | INLAND TECHNOLOGIES INTERNATIONAL LIMITED INLAND TECHNOLOGIES INTERNATIONAL LIMITED 401(K) PLAN | — | 874 | $11.9M | $218K |
| 2 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN | NEW YORK NY | 826 | $17.1M | $52K |
| 3 | SNELL MOTOR COMPANY, INC. SNELL MOTOR COMPANY 401(K) PLAN |
DALLAS TX |
| 362 |
| $11.7M |
| $33K |
| 4 | MORGAN ENGINEERING SYSTEMS, INC. MORGAN ENGINEERING SYSTEMS, INC. 401(K) PLAN | ALLIANCE OH | 227 | $14.5M | $18K |