Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2020 R6 N/A 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 | GREENLEAF NURSERY CO. GREENLEAF NURSERY CO. 401(K) PROFIT SHARING PLAN | PARK HILL OK | 812 | $35.9M | $943K |
| 2 | INDIANA INTERNAL MEDICINE CONSULTANTS, PC INDIANA INTERNAL MEDICINE CONSULTANTS PROFIT SHARING PLAN | GREENWOOD IN | 225 | $93.5M | $444K |
