Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement 2045 R6 JP Morgan 0 in their Schedule of Assets, totaling $6.3M 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 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $2.0M |
| 2 | PIVOT POINT INTERNATIONAL, INC. PIVOT POINT 401(K) PLAN | CHICAGO IL | 89 | $18.2M | $2.0M |
| 3 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN |
BOOTHWYN PA |
| 136 |
| $13.9M |
| $996K |
| 4 | STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN | NEW CASTLE DE | 159 | $4.0M | $618K |
| 5 | TREND SERVICES, INC. TREND SERVICES, INC. PROFIT SHARING PLAN | LAFAYETTE LA | 131 | $3.7M | $353K |
| 6 | HIGH TOWER GROUP, LLC HIGH TOWER 401(K) | JAMESTOWN NC | 92 | $4.3M | $186K |
| 7 | INTERFAITH WORKS, INC. INTERFAITH WORKS RETIREMENT & EE SAVINGS PLAN | ROCKVILLE MD | 65 | $1.2M | $74K |
| 8 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $29K |
