Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement Blend 2020 R6 in their Schedule of Assets, totaling $22.5M 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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $9.9M |
| 2 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $9.4M |
| 3 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN |
ALSIP IL |
| 473 |
| $105.3M |
| $1.4M |
| 4 | MCS INDUSTRIES, INCORPORATED MCS INDUSTRIES 401(K) PROFIT SHARING PLAN | EASTON PA | 115 | $17.8M | $900K |
| 5 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $555K |
| 6 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $137K |
| 7 | U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN | AUSTIN TX | 409 | $16.3M | $136K |
| 8 | MID-SOUTH SUBCONTRACTORS, INC. D/B/A MID-SOUTH ROOF SYSTEMS MID-SOUTH ROOF SYSTEMS, INC. 401(K) PLAN | FOREST PARK GA | 180 | $4.4M | $93K |
| 9 | NU-WAY LOGISTICS, INC. NU-WAY LOGISTICS, INC. 401(K) PLAN | BLOOMINGTON IL | 384 | $11.2M | $44K |
