Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Smart Retirement 2045 R6 " in their Schedule of Assets, totaling $21.8M 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 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $18.5M |
| 2 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN | NEW YORK NY | 826 | $17.1M | $1.5M |
| 3 | INLAND TECHNOLOGIES INTERNATIONAL LIMITED INLAND TECHNOLOGIES INTERNATIONAL LIMITED 401(K) PLAN |
| — |
| 874 |
| $11.9M |
| $1.2M |
| 4 | SNELL MOTOR COMPANY, INC. SNELL MOTOR COMPANY 401(K) PLAN | DALLAS TX | 362 | $11.7M | $485K |
| 5 | MORGAN ENGINEERING SYSTEMS, INC. MORGAN ENGINEERING SYSTEMS, INC. 401(K) PLAN | ALLIANCE OH | 227 | $14.5M | $104K |
| 6 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $29K |
