Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Mutual Fund - SmartRetirement Blend 2045 R6 in their Schedule of Assets, totaling $3.9M 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 | MIDDLEGROUND MANAGEMENT LP MIDDLEGROUND MANAGEMENT LP 401(K) PLAN | LEXINGTON KY | 122 | $15.6M | $3.9M |
