Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JPMorgan SmartRet 2020 A in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INLAND TRUCK PARTS COMPANY INLAND TRUCK PARTS COMPANY 401(K) PLAN | OVERLAND PARK KS | 673 | $7.5M | $1.3M |
| 2 | ACTION EQUIP. & SCAFFOLD CO., IN ACTION EQUIP. & SCAFFOLD CO., INC. PROFIT SHARING PLAN | PHOENIX AZ | 78 | $4.5M | $1.0M |
| 3 | IRADIMED CORPORATION |
ORLANDO FL |
| 153 |
| $14.9M |
| $657K |
| 4 | UTILITY TRAILER SALES S.E. TEXAS UTILITY TRAILER SALES OF S.E. TEXAS, INC. 401(K) PLAN | HOUSTON TX | 323 | $22.0M | $628K |
| 5 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $466K |
| 6 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $314K |
| 7 | HIGH RISE FIRE PROTECTION CORP. HIGH RISE FIRE PROTECTION CORP 401K PSP FOR UNION MEMBERS | BROOKLYN NY | 106 | $7.5M | $296K |
| 8 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $211K |
| 9 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $183K |
| 10 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $134K |
