Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JPM Smart Ret Blend 2035 R6 in their Schedule of Assets, totaling $23.9M 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 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $4.5M |
| 2 | D & W FINE PACK LLC D & W FINE PACK LLC 401K PLAN | WOOD DALE IL | 930 | $53.1M | $4.1M |
| 3 | BEAM THERAPEUTICS, INC. BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN |
| 479 |
| $47.6M |
| $3.7M |
| 4 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $3.6M |
| 5 | PANNELL KERR FORSTER OF TEXAS PC PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | HOUSTON TX | 100 | $43.4M | $2.0M |
| 6 | D.C. CENTRAL KITCHEN, INC. D.C. CENTRAL KITCHEN, INC. 401(K) PLAN | WASHINGTON DC | 261 | $7.1M | $1.4M |
| 7 | THE HANNON COMPANY THE HANNON COMPANY 401K PROFIT SHARING PLAN | CANTON OH | 119 | $12.2M | $968K |
| 8 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $917K |
| 9 | PRIME MEDICINE, INC. PRIME MEDICINE, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 213 | $16.6M | $720K |
| 10 | VERITAS STEEL VERITAS STEEL 401(K) RETIREMENT SAVINGS PLAN | LISLE IL | 100 | $11.3M | $673K |
