Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Smartretirement Blend 2055 R6 in their Schedule of Assets, totaling $1.5M 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 | BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN PA | 106 | $22.5M | $1.1M |
| 2 | TAB PRODUCTS CO., LLC TAB PRODUCTS CO. TAX DEFERRED SAVINGS PLAN | MAYVILLE WI | 73 | $16.8M | $459K |
