Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan SmartRetirement 2065 R6 in their Schedule of Assets, totaling $188K 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 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $158K |
| 2 | S. MARTINELLI & COMPANY S. MARTINELLI & COMPANY RETIREMENT PLAN | WATSONVILLE CA | 123 | $21.5M | $30K |
