Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Asset Management JPMorgan SmartRetirement 2030 Fund in their Schedule of Assets, totaling $4.8M 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 | ALTUS GROUP U.S., INC. ALTUS GROUP 401(K) PLAN | HOUSTON TX | 764 | $96.8M | $4.8M |
