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 2065 in their Schedule of Assets, totaling $1.8M 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 | SOUTHERN ILLINOIS HOSPITAL SERVICES SOUTHERN ILLINOIS HEALTHCARE RETIREMENT SAVINGS PLAN | CARBONDALE IL | 4,119 | $399.3M | $1.8M |
| 2 | COLT'S MANUFACTURING COMPANY, LLC COLT RETIREMENT SAVINGS PLAN | HARTFORD CT | 543 | $50.1M | $56K |
