Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM SMARTRET BLEND 2060 R6 Registered Investment Company in their Schedule of Assets, totaling $1.8M 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 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $761K |
| 2 | OX PAPER TUBE & CORE, LLC OX INDUSTRIES 401(K) PLAN | HANOVER PA | 521 | $26.4M | $602K |
| 3 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST |
CLEVELAND OH |
| 126 |
| $24.8M |
| $316K |
| 4 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $112K |
