Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JPM SMART RET BLEND 2025 R6 in their Schedule of Assets, totaling $17.0M 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 | $4.1M |
| 2 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $3.8M |
| 3 | D & W FINE PACK LLC D & W FINE PACK LLC 401K PLAN |
WOOD DALE IL |
| 930 |
| $53.1M |
| $3.2M |
| 4 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $1.9M |
| 5 | PRIME MEDICINE, INC. PRIME MEDICINE, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 213 | $16.6M | $847K |
| 6 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $827K |
| 7 | D.C. CENTRAL KITCHEN, INC. D.C. CENTRAL KITCHEN, INC. 401(K) PLAN | WASHINGTON DC | 261 | $7.1M | $682K |
| 8 | VERITAS STEEL VERITAS STEEL 401(K) RETIREMENT SAVINGS PLAN | LISLE IL | 100 | $11.3M | $659K |
| 9 | PLAMONDON ENTERPRISES, INC. PLAMONDON ENTERPRISES, INC. PROFIT SHARING THRIFT PLAN | FREDERICK MD | 436 | $6.1M | $487K |
| 10 | BEAM THERAPEUTICS, INC. BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 479 | $47.6M | $194K |
