Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2055 - A in their Schedule of Assets, totaling $8.5M 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 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $1.6M |
| 2 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 325 | $6.7M | $1.4M |
| 3 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN |
SAN ANTONIO TX |
| 663 |
| $28.6M |
| $1.1M |
| 4 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $919K |
| 5 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $616K |
| 6 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $353K |
| 7 | MAGNA HEALTH SYSTEMS, LLC MAGNA HEALTH SYSTEMS, LLC 401(K) PLAN | BEDFORD PARK IL | 149 | $5.7M | $353K |
| 8 | HIGH RISE FIRE PROTECTION CORP. HIGH RISE FIRE PROTECTION CORP 401K PSP FOR UNION MEMBERS | BROOKLYN NY | 106 | $7.5M | $352K |
| 9 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $303K |
| 10 | GET FRESH SALES, INC. GET FRESH SALES, INC. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 349 | $3.8M | $288K |
