Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Smartretirement 2035 R5 in their Schedule of Assets, totaling $62.0M 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 | CHILDRENS HEALTH CARE CHILDRENS HOSPITALS AND CLINICS MATCHED SAVINGS PLAN | MINNEAPOLIS MN | 6,127 | $938.0M | $60.7M |
| 2 | WROUGHT WASHER MFG., INC. WROUGHT WASHER MFG., INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 111 | $8.5M | $731K |
| 3 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT |
CINCINNATI OH |
| 831 |
| $47.8M |
| $594K |
