Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Smart Retirement 2020 R6 Registered investment company shares in their Schedule of Assets, totaling $1.9M 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 | LIBERTY LINES TRANSIT, INC. THE LIBERTY LINES 401(K) | YONKERS NY | 764 | $42.4M | $1.9M |
