Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Smart Retirement 2060 R6 in their Schedule of Assets, totaling $1.7M 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 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN | NEW YORK NY | 826 | $17.1M | $673K |
| 2 | SNELL MOTOR COMPANY, INC. SNELL MOTOR COMPANY 401(K) PLAN | DALLAS TX | 362 | $11.7M | $566K |
| 3 | MORGAN ENGINEERING SYSTEMS, INC. MORGAN ENGINEERING SYSTEMS, INC. 401(K) PLAN |
ALLIANCE OH |
| 227 |
| $14.5M |
| $326K |
| 4 | INLAND TECHNOLOGIES INTERNATIONAL LIMITED INLAND TECHNOLOGIES INTERNATIONAL LIMITED 401(K) PLAN | — | 874 | $11.9M | $109K |
| 5 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $37K |
