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 2050 Fund # in their Schedule of Assets, totaling $16.2M 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 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $9.6M |
| 2 | AIRBUS U.S. SPACE & DEFENSE, INC. AIRBUS U.S. SPACE & DEFENSE, INC. 401(K) RETIREMENT PLAN | ARLINGTON VA | 522 | $135.4M | $3.6M |
| 3 | WOODS ROGERS VANDEVENTER BLACK PLC |
NORFOLK VA |
| 264 |
| $135.3M |
| $1.1M |
| 4 | OX PAPER TUBE & CORE, LLC OX INDUSTRIES 401(K) PLAN | HANOVER PA | 521 | $26.4M | $1.1M |
| 5 | BEARING TECHNOLOGIES, LTD BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN | AVON OH | 150 | $17.7M | $624K |
| 6 | ASSOCIATED OPHTHALMOLOGISTS, LTD. ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN | PHOENIX AZ | 116 | $21.5M | $172K |
