Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Smartretirement 2020 R6 in their Schedule of Assets, totaling $7.7M 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 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $4.4M |
| 2 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $1.5M |
| 3 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN |
FOLSOM CA |
| 1,320 |
| $42.3M |
| $896K |
| 4 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $606K |
| 5 | S. MARTINELLI & COMPANY S. MARTINELLI & COMPANY RETIREMENT PLAN | WATSONVILLE CA | 123 | $21.5M | $235K |
