Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRetirement 2045 Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $2.8M |
| 2 | FAMILY & CHILDREN'S AID, INC. FAMILY & CHILDREN'S AID, INC. RETIREMENT PLAN | DANBURY CT | 198 | $16.5M | $1.7M |
| 3 | CALIFORNIA CUSTOM FRUITS & FLAVORS, LLC |
IRWINDALE CA |
| 146 |
| $10.1M |
| $683K |
