Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement Blend 2065 R6 in their Schedule of Assets, totaling $278K 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 | U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN | AUSTIN TX | 409 | $16.3M | $237K |
| 2 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $23K |
| 3 | MID-SOUTH SUBCONTRACTORS, INC. D/B/A MID-SOUTH ROOF SYSTEMS |
FOREST PARK GA |
| 180 |
| $4.4M |
| $11K |
| 4 | MCS INDUSTRIES, INCORPORATED MCS INDUSTRIES 401(K) PROFIT SHARING PLAN | EASTON PA | 115 | $17.8M | $6K |
