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 Blend 2035 Fund Class R6 in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCOTTMADDEN, INC. SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 216 | $80.1M | $4.1M |
| 2 | URBY, LLC URBY 401(K) PLAN | HOBOKEN NJ | 180 | $10.1M | $210K |
