Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2025 Fund;R6 in their Schedule of Assets, totaling $168K 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 | MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. | DUNWOODY GA | 99 | $12.5M | $163K |
| 2 | RAPID BUILDING SOLUTIONS, LLC RAPID BUILDING SOLUTIONS, LLC 401(K) PLAN | OCOEE FL | 149 | $124K | $5K |
