Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement 2020 R6 in their Schedule of Assets, totaling $6.4M 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 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $3.8M |
| 2 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $1.0M |
| 3 | INVUE SECURITY PRODUCTS, INC. INVUE SECURITY PRODUCTS INC. PENSION PLAN |
CHARLOTTE NC |
| 169 |
| $30.1M |
| $670K |
| 4 | COLUMBIA CONSTRUCTION COMPANY COLUMBIA CONSTRUCTION COMPANY 401(K) PLAN | NORTH READING MA | 215 | $53.0M | $325K |
| 5 | SUMMIT TECHNICAL SOLUTIONS, LLC SUMMIT TECHNICAL SOLUTIONS, LLC 401(K) PLAN | COLORADO SPRINGS CO | 72 | $7.9M | $315K |
| 6 | LIBERTY EDUCATIONAL MINISTRIES INCORPORATED LIBERTY CHRISTIAN SCHOOL 401(K) PLAN | ARGYLE TX | 271 | $11.3M | $102K |
| 7 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN | AURORA CO | 94 | $14.6M | $63K |
| 8 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $48K |
