Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement Blend 2055 R6 in their Schedule of Assets, totaling $21.7M 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 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $13.7M |
| 2 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN | ALSIP IL | 473 | $105.3M | $4.0M |
| 3 | MOUNTAINSIDE TREATMENT CENTER |
CANAAN CT |
| 356 |
| $10.2M |
| $1.4M |
| 4 | U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN | AUSTIN TX | 409 | $16.3M | $1.1M |
| 5 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $597K |
| 6 | MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 193 | $16.0M | $506K |
| 7 | MCS INDUSTRIES, INCORPORATED MCS INDUSTRIES 401(K) PROFIT SHARING PLAN | EASTON PA | 115 | $17.8M | $296K |
| 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 | $180K |
