Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2055 - in their Schedule of Assets, totaling $8.1M 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 | $5.4M |
| 2 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN | ORLANDO FL | 1,286 | $35.6M | $2.5M |
| 3 | THREAT TEC, LLC THREAT TEC, LLC 401(K) PLAN |
| 439 |
| $5.4M |
| $119K |
| 4 | SERVICE MINDS, INC. DBA MISTER SPARKY MISTER SPARKY 401(K) | BRADENTON FL | 147 | $306K | $78K |
