Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Mutual Fund JPMorgan SmartRetirement 2025 Fund Class I in their Schedule of Assets, totaling $900K 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 | UNITED PLASTIC FABRICATING, INC. UPF EMPLOYEE 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 239 | $10.7M | $900K |
