Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding JPM SMARTRETIREMENT 2030 R6 in their Schedule of Assets, totaling $28.5M 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 | $3.6M |
| 2 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $2.9M |
| 3 | CACIQUE FOODS LLC |
IRVING TX |
| 352 |
| $36.5M |
| $2.4M |
| 4 | MIBA INDUSTRIAL BEARINGS US LLC MIBA INDUSTRIAL BEARINGS 401(K) PLAN | GRAFTON WI | 208 | $37.9M | $2.2M |
| 5 | ONSITE MAMMOGRAPHY, LLC ONSITE MAMMOGRAPHY LLC 401(K) PLAN | WESTFIELD MA | 457 | $13.6M | $2.0M |
| 6 | LESTER GLENN AUTO GROUP, INC. LESTER GLENN AUTO GROUP 401(K) PLAN | TOMS RIVER NJ | 196 | $13.8M | $1.9M |
| 7 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $1.8M |
| 8 | SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 89 | $12.8M | $1.3M |
| 9 | GREATER BADEN MEDICAL SERVICES GREATER BADEN MEDICAL SERVICES 401(K) AND PROFIT SHARING PLAN | BRANDYWINE MD | 139 | $6.9M | $974K |
| 10 | IMMEDICA PHARMA US INC. IMMEDICA PHARMA US INC. 401(K) PLAN | CHICAGO IL | 61 | $14.7M | $760K |
