Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan SmartRetirement Blend 2045 Fund Mutual Fund in their Schedule of Assets, totaling $11.5M 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 | THE AZEK GROUP LLC THE AZEK COMPANY 401(K) PLAN | CHICAGO IL | 2,062 | $109.9M | $11.5M |
