Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Smart Retirement Passive Blend 2060-CF in their Schedule of Assets, totaling $16.2M 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 | $9.1M |
| 2 | KENNECOTT UTAH COPPER LLC KENNECOTT UTAH COPPER 401(K) SAVINGS AND RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED EMPLOYEES | SOUTH JORDAN UT | 1,584 | $130.5M | $4.4M |
| 3 | U.S. BORAX INC. |
SOUTH JORDAN UT |
| 664 |
| $76.2M |
| $2.1M |
| 4 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $589K |
