Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRet 2055 Fnd R2 Pooled separate account in their Schedule of Assets, totaling $57K 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 | L.A. KOREANA, INC. LA KOREANA INC. 401(K) PLAN AND TRUST | LONG BEACH CA | 247 | $2.1M | $57K |
