Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN JPMORGAN SMARTRET BLND 2030 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $406K 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 | FAIRFAX MEDICAL FACILITIES INC. FAIRFAX MEDICAL 403(B) PLAN | FAIRFAX OK | 78 | $2.7M | $309K |
| 2 | BAKER COUNTY MEDICAL SERVICES INC. BAKER COUNTY MEDICAL SERVICES INC. 403(B) RETIREMENT PLAN | MACCLENNY FL | 400 | $9.4M | $97K |
