Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMORGAN SMARTRETIRE 2055 - R2 in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRIDE STAR EMS PRIDE STAR EMS. 401K PLAN | LOWELL MA | 412 | $10.0M | $1.7M |
| 2 | EARLY DEVELOPMENT SERVICES INC. EARLY DEVELOPMENT SERVICES INC. 401K RETIREMENT SAVINGS PLAN | SEASIDE CA | 123 | $2.2M | $1.1M |
| 3 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN |
SANTA CLARA CA |
| 175 |
| $5.8M |
| $693K |
| 4 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K | MARION OH | 88 | $3.0M | $246K |
| 5 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $211K |
| 6 | SUPERIOR CLEANING SERVICESNY SUPERIOR CLEANING SERVICES (NY) LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 171 | $1.4M | $133K |
| 7 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $132K |
| 8 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA FL | 209 | $1.9M | $122K |
| 9 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $99K |
| 10 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $86K |
