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 2055 R6 in their Schedule of Assets, totaling $18.3M 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 | $5.0M |
| 2 | PANNELL KERR FORSTER OF TEXAS PC PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | HOUSTON TX | 100 | $43.4M | $3.1M |
| 3 | PRIME MEDICINE, INC. PRIME MEDICINE, INC. 401(K) RETIREMENT PLAN |
CAMBRIDGE MA |
| 213 |
| $16.6M |
| $2.0M |
| 4 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $1.8M |
| 5 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $1.2M |
| 6 | J BECKER SOLUTIONS INC J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 106 | $17.2M | $1.1M |
| 7 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $1.0M |
| 8 | J. SPARGO & ASSOCIATES, INC.DBA SPARGO, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 113 | $13.7M | $730K |
| 9 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $682K |
| 10 | VERITAS STEEL VERITAS STEEL 401(K) RETIREMENT SAVINGS PLAN | LISLE IL | 100 | $11.3M | $538K |
