Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Smart Retirement 2030 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | UNITED DAIRY, INC. UNITED DAIRY, INC. 401(K) PLAN | MARTINS FERRY OH | 126 | $11.7M | $1.0M |
| 2 | PROVATION SOFTWARE GROUP, INC. PROVATION SOFTWARE GROUP, INC. 401(K) PLAN | MINNEAPOLIS MN | 281 | $16.1M | $863K |
