Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2045 R5 Mutual Funds N/A in their Schedule of Assets, totaling $7.9M 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 | TD WILLIAMSON, LLC TD WILLIAMSON, LLC 401(K) THRIFT PLAN AND TRUST | TULSA OK | 893 | $127.5M | $7.9M |
