Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM SR BLEND 2040 R6 in their Schedule of Assets, totaling $24.0M 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 | SIERRA SPACE CORPORATION SIERRA SPACE CORPORATION 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,666 | $293.0M | $20.2M |
| 2 | FISHTECH GROUP, LLC FISHTECH GROUP 401(K) PLAN | KANSAS CITY MO | 387 | $18.5M | $1.6M |
| 3 | SUN CAPITAL ADVISORS, LP SUN CAPITAL ADVISORS, LP 401(K) PLAN |
BOCA RATON FL |
| 64 |
| $17.8M |
| $1.5M |
| 4 | A.L.P. LIGHTING COMPONENTS, INC. A.L.P. LIGHTING & CEILING PRODUCTS, INC.401(K) PLAN | NILES IL | 170 | $23.4M | $745K |
