Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRet 2020 R5 Mutual Fund in their Schedule of Assets, totaling $373K 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 | LINEAR MOTION LLC LINEAR MOTION UNION 401(K) PLAN | SAGINAW MI | 102 | $8.7M | $361K |
| 2 | AMERICAN METALS SUPPLY, LLC. AMERICAN METALS SUPPLY, LLC 401(K) PLAN | TAMPA FL | 222 | $2.1M | $12K |
