Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2025 R6 N/R in their Schedule of Assets, totaling $6.6M 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 | NNA SERVICES, LLC NNA SERVICES PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 244 | $33.1M | $3.5M |
| 2 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 1,035 | $45.7M | $2.1M |
| 3 | STEADFAST INVESTMENT PROPERTIES, INC. STEADFAST 401(K) PLAN |
IRVINE CA |
| 121 |
| $20.7M |
| $923K |
