Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Funds SmartRetirement 2020 Fund in their Schedule of Assets, totaling $3.8M 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 | UPBOUND GROUP, INC. UPBOUND 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 9,266 | $245.2M | $3.8M |
