Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan* SmartRetirement 2035 Fund in their Schedule of Assets, totaling $435.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $334.5M |
| 2 | BALFOUR BEATTY CONSTRUCTION GROUP, INC. BALFOUR BEATTY CONSTRUCTION GROUP 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 2,041 | $486.8M | $34.4M |
| 3 | MERITER HEALTH SYSTEMS, INC. |
MADISON WI |
| 3,454 |
| $334.6M |
| $29.6M |
| 4 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $8.6M |
| 5 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM TAX DEFERRED SECTION 403(B) PLAN | WEST DES MOINES IA | 781 | $65.2M | $8.2M |
| 6 | RAILWORKS CORPORATION RAILWORKS CORPORATION INCENTIVE PLAN | NEW YORK NY | 1,027 | $108.0M | $6.6M |
| 7 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $4.1M |
| 8 | THE THRESHOLDS THE THESHOLDS AND AFFILIATES TAX SHELTERED ANNUITY AND SAVINGS PLAN | CHICAGO IL | 1,585 | $45.8M | $2.7M |
| 9 | NCS MULTISTAGE LLC NCS MULTISTAGE 401(K) PLAN | HOUSTON TX | 138 | $19.0M | $2.4M |
| 10 | CARDINAL HEALTH, INC. CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICO | DUBLIN OH | 650 | $51.9M | $2.4M |
