Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRetirement 2020 Mutual fund - in their Schedule of Assets, totaling $640K 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 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $518K |
| 2 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $96K |
| 3 | CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC 401(K) PLAN |
IRWINDALE CA |
| 146 |
| $10.1M |
| $26K |
