Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan Smart Retirement 2030 R6 in their Schedule of Assets, totaling $7.1M 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 | HAVER & BOECKER HOLDING USA, INC. HAVER & BOECKER HOLDING USA PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 247 | $9.9M | $2.0M |
| 2 | HAVER TYLER, INC. HAVER TYLER PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 282 | $11.4M | $1.9M |
| 3 | THE YORK WATER COMPANY THE YORK WATER COMPANY 401(K) PLAN |
YORK PA |
| 124 |
| $16.5M |
| $1.8M |
| 4 | WISE PLASTICS TECHNOLOGIES WISE PLASTICS TECHNOLOGIES, INC. 401(K) PLAN | ST CHARLES IL | 194 | $10.8M | $1.3M |
