Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2035 - A in their Schedule of Assets, totaling $11.8M 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 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $5.6M |
| 2 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $1.1M |
| 3 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN |
SAN ANTONIO TX |
| 69 |
| $8.2M |
| $770K |
| 4 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $688K |
| 5 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $677K |
| 6 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $543K |
| 7 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $514K |
| 8 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $269K |
| 9 | MAGNA HEALTH SYSTEMS, LLC MAGNA HEALTH SYSTEMS, LLC 401(K) PLAN | BEDFORD PARK IL | 149 | $5.7M | $250K |
| 10 | GET FRESH SALES, INC. GET FRESH SALES, INC. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 349 | $3.8M | $188K |
