Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2060 R6 N/R in their Schedule of Assets, totaling $1.1M 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 | STEADFAST INVESTMENT PROPERTIES, INC. STEADFAST 401(K) PLAN | IRVINE CA | 121 | $20.7M | $556K |
| 2 | NNA SERVICES, LLC NNA SERVICES PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 244 | $33.1M | $535K |
| 3 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN |
NORTH BILLERICA MA |
| 1,035 |
| $45.7M |
| $56K |
