Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Smartretirement 2025 R6 in their Schedule of Assets, totaling $22.3M 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 | $9.6M |
| 2 | CATALYST CORPORATE FEDERAL CREDIT UNION CATALYST CORPORATE FEDERAL CREDIT UNION 401(K)/ PROFIT SHARING PLAN AND TRUST | PLANO TX | 210 | $78.9M | $7.4M |
| 3 | COLUMBIA CONSTRUCTION COMPANY |
NORTH READING MA |
| 215 |
| $53.0M |
| $1.4M |
| 4 | SUMMIT TECHNICAL SOLUTIONS, LLC SUMMIT TECHNICAL SOLUTIONS, LLC 401(K) PLAN | COLORADO SPRINGS CO | 72 | $7.9M | $1.1M |
| 5 | INVUE SECURITY PRODUCTS, INC. INVUE SECURITY PRODUCTS INC. PENSION PLAN | CHARLOTTE NC | 169 | $30.1M | $987K |
| 6 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $674K |
| 7 | LIBERTY EDUCATIONAL MINISTRIES INCORPORATED LIBERTY CHRISTIAN SCHOOL 401(K) PLAN | ARGYLE TX | 271 | $11.3M | $586K |
| 8 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $453K |
| 9 | BLUEFIELD REGIONAL MEDICAL CENTER BLUEFIELD REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN | BLUEFIELD WV | 11 | $993K | $53K |
