Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jpmorgan Smartretirement 2030 R6 Registered Investment Company in their Schedule of Assets, totaling $16.9M 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 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $7.3M |
| 2 | INTEGRATED DATA SERVICES, LLC INTEGRATED DATA SERVICES EMPLOYEES' 401(K) PLAN | HENDERSON NV | 283 | $39.2M | $4.7M |
| 3 | PACIFIC STEEL GROUP PACIFIC STEEL GROUP 401(K) PLAN |
SAN DIEGO CA |
| 348 |
| $31.1M |
| $2.1M |
| 4 | MONSON FRUIT CO., INC. MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | SELAH WA | 636 | $6.9M | $1.1M |
| 5 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $836K |
| 6 | INFOSEND, INC. INFOSEND, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 202 | $9.8M | $570K |
| 7 | INNER FORCE TOTS INC. INNER FORCE TOTS 401K | BROOKLYN NY | 118 | $2.0M | $266K |
