Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPM Smrtret 2060 R5 in their Schedule of Assets, totaling $3.7M 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 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $1.8M |
| 2 | OZINGA READY MIX CONCRETE, INC. OZINGA READY MIX CONCRETE, INC. 401(K) SAVINGS PLAN | MOKENA IL | 724 | $23.1M | $1.0M |
| 3 | OZINGA READY MIX CONCRETE, INC. |
MOKENA IL |
| 287 |
| $22.7M |
| $913K |
