Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Smartretirement 2055 in their Schedule of Assets, totaling $753K 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 | TRANSPORT REFRIGERATION INC. TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN | DE PERE WI | 631 | $12.0M | $489K |
| 2 | OMEGA FLEX, INC. OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN | EXTON PA | 149 | $28.9M | $192K |
| 3 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN |
LAKEWOOD NJ |
| 208 |
| $6.2M |
| $71K |
