Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jpmorgan Smartretirement 2025 R6 Registered Investment Company in their Schedule of Assets, totaling $10.0M 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 | INTEGRATED DATA SERVICES, LLC INTEGRATED DATA SERVICES EMPLOYEES' 401(K) PLAN | HENDERSON NV | 283 | $39.2M | $4.9M |
| 2 | PACIFIC STEEL GROUP PACIFIC STEEL GROUP 401(K) PLAN | SAN DIEGO CA | 348 | $31.1M | $1.5M |
| 3 | INFOSEND, INC. INFOSEND, INC. 401(K) PROFIT SHARING PLAN |
ANAHEIM CA |
| 202 |
| $9.8M |
| $989K |
| 4 | MONSON FRUIT CO., INC. MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | SELAH WA | 636 | $6.9M | $901K |
| 5 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $792K |
| 6 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $593K |
| 7 | INNER FORCE TOTS INC. INNER FORCE TOTS 401K | BROOKLYN NY | 118 | $2.0M | $375K |
