Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement 2025 R6 in their Schedule of Assets, totaling $14.0M 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 | SILVER EAGLE DISTRIBUTORS HOUSTON, LLC SILVER EAGLE DISTRIBUTORS HOUSTON 401(K) PLAN | HOUSTON TX | 1,090 | $62.1M | $4.0M |
| 2 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $2.3M |
| 3 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST |
VIRGINIA BEACH VA |
| 430 |
| $25.4M |
| $2.1M |
| 4 | MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN | LA JOLLA CA | 386 | $7.2M | $1.5M |
| 5 | AG-POWER API RETIREMENT SAVINGS PLAN | MCKINNEY TX | 231 | $11.3M | $1.1M |
| 6 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $979K |
| 7 | MIDCONTINENT MEDIA, INC. MIDCONTINENT MEDIA, INC. 401(K) PLAN | MINNEAPOLIS MN | 41 | $24.6M | $875K |
| 8 | DIVERSIFIED PROTECTION CORPORATION DPC RETIREMENT PLAN | DANIEL ISLAND SC | 864 | $9.9M | $851K |
| 9 | ALPHA COMM ENTERPRISES LLC ALPHA COMM ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCEVILLE GA | 133 | $7.7M | $159K |
| 10 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $89K |
