Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Smartretirement 2030 in their Schedule of Assets, totaling $35.9M 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 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $17.3M |
| 2 | NORTH CLINIC, P.A. DBA VOYAGE HEALTHCARE VOYAGE HEALTHCARE RETIREMENT PLAN | BROOKLYN PARK MN | 209 | $81.9M | $4.5M |
| 3 | AMERICAN FOOD & VENDING CORPORATION AMERICAN FOOD & VENDING CORPORATION 401(K) PLAN |
SYRACUSE NY |
| 1,705 |
| $30.4M |
| $3.2M |
| 4 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $3.0M |
| 5 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $2.5M |
| 6 | TIDEWATER TRANSIT COMPANY, INC. HARVEY COMPANIES PROFIT SHARING PLAN | KINSTON NC | 687 | $24.5M | $2.0M |
| 7 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $1.6M |
| 8 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN | DENVER CO | 525 | $38.3M | $1.3M |
| 9 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $255K |
| 10 | EDSEL & ELEANOR FORD HOUSE EDSEL & ELEANOR FORD HOUSE 403(B) PLAN | GROSSE POINTE SHORES MI | 116 | $5.9M | $172K |
