Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRetirement® 2030 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $5.1M 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 | ITG CIGARS, INC. ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED | GREENSBORO NC | 546 | $27.9M | $3.3M |
| 2 | JACO, INC. JACO EMPLOYEES 401K PLAN | FRANKLIN MA | 102 | $11.5M | $1.3M |
| 3 | BLIND SQUIRREL ENTERTAINMENT I BLIND SQUIRREL ENTERTAINMENT I 401(K) PROFIT SHARING PLAN & TRUST |
IRVINE CA |
| 73 |
| $5.1M |
| $481K |
