Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPM SMART RET BLEND 2020 R6 in their Schedule of Assets, totaling $8.0M 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 | PANNELL KERR FORSTER OF TEXAS PC PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | HOUSTON TX | 100 | $43.4M | $2.9M |
| 2 | D & W FINE PACK LLC D & W FINE PACK LLC 401K PLAN | WOOD DALE IL | 930 | $53.1M | $1.3M |
| 3 | SMTC CORPORATION SMTC 401(K) PLAN |
MELBOURNE FL |
| 531 |
| $33.7M |
| $1.2M |
| 4 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $884K |
| 5 | PLAMONDON ENTERPRISES, INC. PLAMONDON ENTERPRISES, INC. PROFIT SHARING THRIFT PLAN | FREDERICK MD | 436 | $6.1M | $521K |
| 6 | D.C. CENTRAL KITCHEN, INC. D.C. CENTRAL KITCHEN, INC. 401(K) PLAN | WASHINGTON DC | 261 | $7.1M | $379K |
| 7 | THE HANNON COMPANY THE HANNON COMPANY 401K PROFIT SHARING PLAN | CANTON OH | 119 | $12.2M | $249K |
| 8 | BEAM THERAPEUTICS, INC. BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 479 | $47.6M | $211K |
| 9 | J. SPARGO & ASSOCIATES, INC.DBA SPARGO, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 113 | $13.7M | $111K |
| 10 | PRIME MEDICINE, INC. PRIME MEDICINE, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 213 | $16.6M | $97K |
