Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2035 R6 N/R in their Schedule of Assets, totaling $5.9M 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 | $4.2M |
| 2 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 1,035 | $45.7M | $1.7M |
