Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Smartretirement 2020 Fund Mutual Fund in their Schedule of Assets, totaling $3.0M 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 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $1.2M |
| 2 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $961K |
| 3 | DEJ HOLDINGS, LLC DEJ HOLDINGS, LLC 401(K) PLAN |
MOORESVILLE NC |
| 137 |
| $13.1M |
| $343K |
| 4 | C.B. MANUFACTURING & SALES CO., INC. C.B. MANUFACTURING & SALES CO., INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 101 | $9.2M | $261K |
| 5 | PMC SMART SOLUTIONS, LLC PMC 401(K) RETIREMENT PLAN | CINCINNATI OH | 185 | $11.0M | $203K |
| 6 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN | VALLEJO CA | 58 | $6.2M | $59K |
