Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Smartretirement 2045 R6 in their Schedule of Assets, totaling $9.5M 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 | CONCORD MUSIC GROUP, INC CONCORD 401(K) PLAN | LOS ANGELES CA | 494 | $56.0M | $6.0M |
| 2 | S. MARTINELLI & COMPANY S. MARTINELLI & COMPANY RETIREMENT PLAN | WATSONVILLE CA | 123 | $21.5M | $1.4M |
| 3 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST |
PORTLAND OR |
| 760 |
| $51.4M |
| $838K |
| 4 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $834K |
| 5 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $500K |
