Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Smart Ret 2050 R5 in their Schedule of Assets, totaling $5.3M 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 | CORE HEALTH AND FITNESS, LLC CORE HEALTH AND FITNESS, LLC 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 252 | $29.2M | $1.4M |
| 2 | KELVION PRODUCTS INC. KELVION PRODUCTS INC. 401(K) PLAN | KNOXVILLE TN | 406 | $15.7M | $1.3M |
| 3 | COMMUNITY FIRST HEALTHCARE OF IL COMMUNITY FIRST HEALTHCARE OF ILLINOIS, INC. 401(K) PLAN |
CHICAGO IL |
| 764 |
| $25.0M |
| $1.2M |
| 4 | BENQ AMERICA CORP BENQ AMERICA CORP 401K PLAN | COSTA MESA CA | 151 | $24.0M | $656K |
| 5 | IMS GEAR HOLDING INC IMS GEAR HOLDING INC 401K PLAN & TRUST | GAINESVILLE GA | 448 | $16.9M | $453K |
| 6 | FOXCROFT ACADEMY FOXCROFT ACADEMY 403(B) DC AND TDA PLAN | DOVER-FOXCROFT ME | 74 | $5.1M | $178K |
