Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Smartretirement 2020 in their Schedule of Assets, totaling $10.3M 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 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $4.9M |
| 2 | AMERICAN FOOD & VENDING CORPORATION AMERICAN FOOD & VENDING CORPORATION 401(K) PLAN | SYRACUSE NY | 1,705 | $30.4M | $1.7M |
| 3 | TIDEWATER TRANSIT COMPANY, INC. HARVEY COMPANIES PROFIT SHARING PLAN |
KINSTON NC |
| 687 |
| $24.5M |
| $1.3M |
| 4 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $1.2M |
| 5 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN | DENVER CO | 525 | $38.3M | $651K |
| 6 | EDSEL & ELEANOR FORD HOUSE EDSEL & ELEANOR FORD HOUSE 403(B) PLAN | GROSSE POINTE SHORES MI | 116 | $5.9M | $279K |
| 7 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $230K |
| 8 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $55K |
