Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan SmartRet Bl 2030 R6 Mutual Fund n/a in their Schedule of Assets, totaling $5.3M 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 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $5.3M |
