Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM SMART RET 2055 R3 in their Schedule of Assets, totaling $759K 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 | NYC ALLIANCE GROUP, LLC NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 351 | $8.3M | $502K |
| 2 | CARESENSE HEALTH LLC CARESENSE HEALTH 401(K) | NEWTON PA | 751 | $3.2M | $216K |
| 3 | VISION INTEGRATION TECHNOLOGIES, VISION INTEGRATION TECHNOLOGIES, INC. |
DETROIT MI |
| 67 |
| $2.8M |
| $40K |
