Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPM SMARTRET 2030 - R2 in their Schedule of Assets, totaling $3.5M 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 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN | SANTA CLARA CA | 175 | $5.8M | $591K |
| 2 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $544K |
| 3 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K |
MARION OH |
| 88 |
| $3.0M |
| $485K |
| 4 | ARNET PHARMACEUTICAL CORP ARNET PHARMACEUTICAL CORP 401K | DAVIE FL | 357 | $3.2M | $367K |
| 5 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $347K |
| 6 | CARE ALL LLC CARE ALL LLC 401(K) | WEST HARTFORD CT | 36 | $371K | $318K |
| 7 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $312K |
| 8 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $212K |
| 9 | EARLY DEVELOPMENT SERVICES INC. EARLY DEVELOPMENT SERVICES INC. 401K RETIREMENT SAVINGS PLAN | SEASIDE CA | 123 | $2.2M | $119K |
| 10 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $61K |
