Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding JPM SMARTRETIREMENT 2025 R6 in their Schedule of Assets, totaling $13.0M 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 | ASSOCIATED UROLOGICAL SPECIALIST ASSOCIATED UROLOGICAL 401(K) PROFIT SHARING PLAN | ORLAND PARK IL | 102 | $19.5M | $2.3M |
| 2 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $2.0M |
| 3 | IMMEDICA PHARMA US INC. |
CHICAGO IL |
| 61 |
| $14.7M |
| $1.1M |
| 4 | CACIQUE FOODS LLC CACIQUE FOODS LLC PROFIT SHARING /SALARY SAVINGS PLAN | IRVING TX | 352 | $36.5M | $946K |
| 5 | ONSITE MAMMOGRAPHY, LLC ONSITE MAMMOGRAPHY LLC 401(K) PLAN | WESTFIELD MA | 457 | $13.6M | $736K |
| 6 | MIBA INDUSTRIAL BEARINGS US LLC MIBA INDUSTRIAL BEARINGS 401(K) PLAN | GRAFTON WI | 208 | $37.9M | $626K |
| 7 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $601K |
| 8 | SURF STYLE RETAIL SURFSTYLE 401K | HOLLYWOOD FL | 279 | $3.1M | $484K |
| 9 | SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 89 | $12.8M | $428K |
| 10 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $379K |
