Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Smart Retirement 2060-R6 Mutual Fund in their Schedule of Assets, totaling $469K 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 | FLOOD & PETERSON INSURANCE, INC. FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN | GREELEY CO | 102 | $21.0M | $414K |
| 2 | OHIO DOMINICAN UNIVERSITY OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN | COLUMBUS OH | 125 | $43.3M | $55K |
