Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPM SMARTRET 2025 - R2 in their Schedule of Assets, totaling $1.4M 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 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $320K |
| 2 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $229K |
| 3 | HEGG COMPANIES, INC HEGG COMPANIES, INC 401K PROFIT |
SIOUX FALLS SD |
| 261 |
| $1.5M |
| $162K |
| 4 | ARNET PHARMACEUTICAL CORP ARNET PHARMACEUTICAL CORP 401K | DAVIE FL | 357 | $3.2M | $159K |
| 5 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $126K |
| 6 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $122K |
| 7 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN | SANTA CLARA CA | 175 | $5.8M | $102K |
| 8 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K | MARION OH | 88 | $3.0M | $73K |
| 9 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $54K |
| 10 | PLAN DO SEE AMERICA INC PLAN DO SEE AMERICA INC | NEW YORK NY | 278 | $689K | $2K |
