Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPM SMARTRET 2020 - R2 in their Schedule of Assets, totaling $513K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K | MARION OH | 88 | $3.0M | $167K |
| 2 | ARNET PHARMACEUTICAL CORP ARNET PHARMACEUTICAL CORP 401K | DAVIE FL | 357 | $3.2M | $110K |
| 3 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST |
HOWELL MI |
| 190 |
| $1.6M |
| $57K |
| 4 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $50K |
| 5 | EARLY DEVELOPMENT SERVICES INC. EARLY DEVELOPMENT SERVICES INC. 401K RETIREMENT SAVINGS PLAN | SEASIDE CA | 123 | $2.2M | $33K |
| 6 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $22K |
| 7 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN | SANTA CLARA CA | 175 | $5.8M | $17K |
| 8 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $16K |
| 9 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $16K |
| 10 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA FL | 209 | $1.9M | $10K |
