Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan Smartret 2020 R6 in their Schedule of Assets, totaling $8.2M 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 | GENERAL HEALTH SYSTEM GENERAL HEALTH SYSTEM RETIREMENT PLUS | BATON ROUGE LA | 3,438 | $269.1M | $8.2M |
