Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM SMARTRET 2025 I in their Schedule of Assets, totaling $352K 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 | RUSSO HARDWARE INC RUSSO HARDWARE INC 401(K) PLAN | SCHILLER PARK IL | 181 | $15.5M | $236K |
| 2 | SPECIAL MATERIALS COMPANY SPECIAL MATERIALS COMPANY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 84 | $9.8M | $66K |
| 3 | CHICAGO REVIEW PRESS, INC. CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 148 |
| $12.2M |
| $50K |
