Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Smart Retirement B 2025 Fund R6 Mutual Fund N/A in their Schedule of Assets, totaling $434K 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 | EAGLE REDI-MIX CONCRETE, LLC EAGLE REDI-MIX CONCRETE, LLC 401(K) RETIREMENT PLAN | TULSA OK | 228 | $5.6M | $434K |
