Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2045 - A in their Schedule of Assets, totaling $9.7M 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 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $1.6M |
| 2 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $969K |
| 3 | MAGNA HEALTH SYSTEMS, LLC MAGNA HEALTH SYSTEMS, LLC 401(K) PLAN |
BEDFORD PARK IL |
| 149 |
| $5.7M |
| $955K |
| 4 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $755K |
| 5 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $703K |
| 6 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $696K |
| 7 | HIGH RISE FIRE PROTECTION CORP. HIGH RISE FIRE PROTECTION CORP 401K PSP FOR UNION MEMBERS | BROOKLYN NY | 106 | $7.5M | $582K |
| 8 | DAEDONG-USA, INC. DAEDONG-USA, INC. 401(K) PLAN | WENDELL NC | 156 | $7.1M | $418K |
| 9 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 325 | $6.7M | $405K |
| 10 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $353K |
