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 Passive Blend 2025-CF in their Schedule of Assets, totaling $43.2M 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 | RIO TINTO AMERICA INC. RIO TINTO AMERICA INC. 401(K) SAVINGS PLAN AND INVESTMENT PARTNERSHIP PLAN | SOUTH JORDAN UT | 2,148 | $687.0M | $23.9M |
| 2 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $7.3M |
| 3 | KENNECOTT UTAH COPPER LLC |
SOUTH JORDAN UT |
| 1,584 |
| $130.5M |
| $6.2M |
| 4 | U.S. BORAX INC. U.S. BORAX INC. 401(K) SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED EMPLOYEES | SOUTH JORDAN UT | 664 | $76.2M | $3.1M |
| 5 | ALCAN CORPORATION C/O RIO TINTO AMERICA RIO TINTO ALCAN 401(K) SAVINGS PLAN FOR FORMER EMPLOYEES | SOUTH JORDAN UT | 0 | $119.3M | $2.8M |
