Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement Blend Income R6 in their Schedule of Assets, totaling $5.1M 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 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $5.0M |
| 2 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $85K |
| 3 | NU-WAY LOGISTICS, INC. NU-WAY LOGISTICS, INC. 401(K) PLAN |
BLOOMINGTON IL |
| 384 |
| $11.2M |
| $21K |
