Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM SMARTRET 2060 R2 in their Schedule of Assets, totaling $547K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN | SANTA CLARA CA | 175 | $5.8M | $290K |
| 2 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $193K |
| 3 | HEGG COMPANIES, INC HEGG COMPANIES, INC 401K PROFIT |
SIOUX FALLS SD |
| 261 |
| $1.5M |
| $64K |
