Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Smartretirement 2060 R6 in their Schedule of Assets, totaling $845K 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 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $347K |
| 2 | LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA LOWER SIOUX INDIAN COMMUNITY 401(K) RETIREMENT PLAN & TRUST | MORTON MN | 676 | $8.7M | $240K |
| 3 | S. MARTINELLI & COMPANY |
WATSONVILLE CA |
| 123 |
| $21.5M |
| $191K |
| 4 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $67K |
