Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2020 Fund Class R5 in their Schedule of Assets, totaling $571K 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 | LIKEWIZE CORP. LIKEWIZE CORP. 401(K) PLAN | SOUTHLAKE TX | 321 | $56.5M | $571K |
