Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Smart Retirement 2060 Fund # in their Schedule of Assets, totaling $6.0M 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 | WOODS ROGERS VANDEVENTER BLACK PLC WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN | NORFOLK VA | 264 | $135.3M | $2.4M |
| 2 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $1.8M |
| 3 | OX PAPER TUBE & CORE, LLC |
HANOVER PA |
| 521 |
| $26.4M |
| $602K |
| 4 | SCHULER SHOES, INC. SCHULER SHOES, INC. 401(K) SAVINGS PLAN | MAPLE GROVE MN | 167 | $16.5M | $529K |
| 5 | HARCROS CHEMICALS INC. HARCROS CHEMICALS INC. RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 585 | $108.1M | $423K |
| 6 | ASSOCIATED OPHTHALMOLOGISTS, LTD. ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN | PHOENIX AZ | 116 | $21.5M | $137K |
| 7 | BEARING TECHNOLOGIES, LTD BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN | AVON OH | 150 | $17.7M | $137K |
