Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan SmartRetirement 2030 Mutual fund - in their Schedule of Assets, totaling $6.1M 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 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $2.8M |
| 2 | FAMILY & CHILDREN'S AID, INC. FAMILY & CHILDREN'S AID, INC. RETIREMENT PLAN | DANBURY CT | 198 | $16.5M | $1.6M |
| 3 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN |
WEATHERFORD TX |
| 377 |
| $23.0M |
| $1.3M |
| 4 | CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC 401(K) PLAN | IRWINDALE CA | 146 | $10.1M | $294K |
