Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding JPM SMARTRETIREMENT 2055 R6 in their Schedule of Assets, totaling $13.9M 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 | MOUNT LAUREL VETERINARY SERVICES MOUNT LAUREL VETERINARY SERVICES 401(K) PLAN | MT LAUREL NJ | 356 | $15.8M | $1.6M |
| 2 | ONSITE MAMMOGRAPHY, LLC ONSITE MAMMOGRAPHY LLC 401(K) PLAN | WESTFIELD MA | 457 | $13.6M | $1.0M |
| 3 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN |
NORTH HOLLYWOOD CA |
| 132 |
| $30.5M |
| $979K |
| 4 | LESTER GLENN AUTO GROUP, INC. LESTER GLENN AUTO GROUP 401(K) PLAN | TOMS RIVER NJ | 196 | $13.8M | $914K |
| 5 | ITSUGAR LLC IT'SUGAR LLC 401K | FORT LAUDERDALE FL | 500 | $3.8M | $866K |
| 6 | AMERICAN FUTURE TECHNOLOGY CORPO IBUYPOWER RETIREMENT PLAN | CITY OF INDUSTRY CA | 143 | $4.6M | $800K |
| 7 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS UNION 401(K) PLAN | HOLLSOPPLE PA | 184 | $22.6M | $799K |
| 8 | PATSON, INC. DBA TRANSCHICAGO PATSON DBA TRANSCHICAGO TRUCK GROUP 401(K) PLAN | ELMHURST IL | 380 | $17.6M | $764K |
| 9 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $670K |
| 10 | STEVEN DOUGLAS ASSOCIATES LLC STEVEN DOUGLAS ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | SUNRISE FL | 335 | $23.0M | $666K |
