Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jpmorgan Smartretirement 2045 R2 in their Schedule of Assets, totaling $2.4M 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 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN | EDWARDSVILLE IL | 340 | $20.7M | $1.8M |
| 2 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 148 | $4.8M | $504K |
| 3 | WEST HARLEM GROUP ASSISTANCE, INC. |
NEW YORK NY |
| 80 |
| $1.2M |
| $45K |