Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPM SMARTRETIREMENT 2065 R6 in their Schedule of Assets, totaling $137K 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 | PAUL REED SMITH GUITARS, LP PAUL REED SMITH GUITARS, LP 401(K) PROFIT SHARING PLAN | STEVENSVILLE MD | 494 | $26.8M | $69K |
| 2 | COLUMBUS COMMUNITY HOSPITAL COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS TRUST | COLUMBUS TX | 179 | $10.6M | $30K |
| 3 | MI TECHNICAL SOLUTIONS, INC. |
CHESAPEAKE VA |
| 118 |
| $5.4M |
| $23K |
| 4 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $8K |
| 5 | DIAMOND WIPES INTERNATIONAL, INC DWI 401(K) PLAN | CHINO CA | 198 | $5.5M | $6K |