Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2050 - A in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $2.3M |
| 2 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $1.2M |
| 3 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST |
HOUSTON TX |
| 325 |
| $6.7M |
| $1.0M |
| 4 | UTILITY TRAILER SALES S.E. TEXAS UTILITY TRAILER SALES OF S.E. TEXAS, INC. 401(K) PLAN | HOUSTON TX | 323 | $22.0M | $956K |
| 5 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $950K |
| 6 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $713K |
| 7 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $699K |
| 8 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $492K |
| 9 | MAGNA HEALTH SYSTEMS, LLC MAGNA HEALTH SYSTEMS, LLC 401(K) PLAN | BEDFORD PARK IL | 149 | $5.7M | $492K |
| 10 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $458K |
