Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2025 - A in their Schedule of Assets, totaling $7.8M 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 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $1.1M |
| 2 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $1.0M |
| 3 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN |
SAN ANTONIO TX |
| 97 |
| $8.4M |
| $983K |
| 4 | MAGNA HEALTH SYSTEMS, LLC MAGNA HEALTH SYSTEMS, LLC 401(K) PLAN | BEDFORD PARK IL | 149 | $5.7M | $945K |
| 5 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $730K |
| 6 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $475K |
| 7 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $424K |
| 8 | INDUSTRIAL EXPERIMENTAL TECHNOLO CAMMENGA & IET 401K PLAN & TRUST | SOUTHFIELD MI | 77 | $2.5M | $351K |
| 9 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $341K |
| 10 | CORTEC PRECISION SHEETMETAL CORTEC PRECISION SHEETMETAL INC. 401(K) PLAN | SAN JOSE CA | 391 | $8.6M | $313K |
