Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2050 - in their Schedule of Assets, totaling $13.3M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $8.2M |
| 2 | KOHRS LONNEMANN HEIL ENGINEERS, INC. KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | FORT THOMAS KY | 117 | $20.2M | $2.8M |
| 3 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN |
ORLANDO FL |
| 1,286 |
| $35.6M |
| $1.9M |
| 4 | THREAT TEC, LLC THREAT TEC, LLC 401(K) PLAN | HAMPTON VA | 439 | $5.4M | $332K |
| 5 | SERVICE MINDS, INC. DBA MISTER SPARKY MISTER SPARKY 401(K) | BRADENTON FL | 147 | $306K | $48K |
