Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2035 Fund R6 Mutual fund in their Schedule of Assets, totaling $13.2M 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 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $8.6M |
| 2 | SANTA FUEL, INC. SANTA FUEL, INC. 401(K) SAVINGS PLAN | BRIDGEPORT CT | 209 | $30.0M | $4.6M |
