Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JPM Smart RET Blend 2050 R6 in their Schedule of Assets, totaling $29.8M 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 | BEAM THERAPEUTICS, INC. BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 479 | $47.6M | $6.5M |
| 2 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $4.4M |
| 3 | D & W FINE PACK LLC D & W FINE PACK LLC 401K PLAN |
| 930 |
| $53.1M |
| $4.4M |
| 4 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $3.1M |
| 5 | J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 106 | $17.2M | $3.0M |
| 6 | PRIME MEDICINE, INC. PRIME MEDICINE, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 213 | $16.6M | $2.5M |
| 7 | PANNELL KERR FORSTER OF TEXAS PC PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | HOUSTON TX | 100 | $43.4M | $1.6M |
| 8 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $1.2M |
| 9 | THE HANNON COMPANY THE HANNON COMPANY 401K PROFIT SHARING PLAN | CANTON OH | 119 | $12.2M | $1.1M |
| 10 | J. SPARGO & ASSOCIATES, INC.DBA SPARGO, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 113 | $13.7M | $676K |
