Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement® 2020 Fund Class R6 in their Schedule of Assets, totaling $884K 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 | ASSURANCE TECHNOLOGY CORPORATION ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | CARLISLE MA | 330 | $68.2M | $879K |
| 2 | REVOLUTION MARKETING, LLC REVOLUTION MARKETING, LLC 401(K) PLAN | CHICAGO IL | 140 | $10.6M | $5K |
