Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Smart Retirement Blend 2055 R6 in their Schedule of Assets, totaling $1.4M 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 | IRONSTATE PROPERTIES LLC IRONSTATE 401(K) PLAN | HOBOKEN NJ | 494 | $25.7M | $812K |
| 2 | AKRON ZOOLOGICAL PARK AKRON ZOOLOGICAL PARK 401(K) PLAN | AKRON OH | 150 | $5.4M | $626K |
