Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMCB SmartRet Passive Blend 2030-CF JPMCB 0 in their Schedule of Assets, totaling $7.7M 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 | FR FLOW CONTROL VALVES US BIDCO INC. TRILLIUM FLOW TECHNOLOGIES 401(K) PLAN | IPSWICH MA | 381 | $31.7M | $4.8M |
| 2 | FREMONT CONTRACT CARRIERS INC. FREMONT CONTRACT CARRIERS INC. 401(K) PROFIT SHARING PLAN | FREMONT NE | 430 | $21.9M | $2.4M |
| 3 | SOUNDEXCHANGE, INC. |
WASHINGTON DC |
| 214 |
| $32.6M |
| $507K |