Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Smartretirement 2020 R2 in their Schedule of Assets, totaling $733K 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 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN | EDWARDSVILLE IL | 340 | $20.7M | $422K |
| 2 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $303K |
| 3 | GOLD COAST EAGLE DISTRIBUTING, LLP GOLD COAST EAGLE DISTRIBUTING EMPLOYEES SAVINGS PLAN |
SARASOTA FL |
| 140 |
| $7.4M |
| $8K |
