Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM Smrtret 2035 Fund Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | IDI LOGISTICS, LLC IDI LOGISTICS 401(K) SAVINGS PLAN | ATLANTA GA | 63 | $37.3M | $1.3M |
