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 R6 Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | INDUSTRIAL STEEL CONSTRUCTION, INC. INDUSTRIAL STEEL CONSTRUCTION, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | GARY IN | 255 | $18.2M | $1.5M |
| 2 | ESG ARCHITECTURE & DESIGN, INC. ESG ARCHITECTURE & DESIGN, INC. SAVINGS PLAN | MINNEAPOLIS MN | 100 | $27.9M | $678K |
