Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Smartretirement 2055 Fund Mutual Fund in their Schedule of Assets, totaling $7.3M 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 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $3.4M |
| 2 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN | SPRING TX | 855 | $33.7M | $1.8M |
| 3 | MDXHEALTH, INC. MDXHEALTH, INC. 401(K) PLAN | IRVINE CA |
| 295 |
| $24.6M |
| $1.2M |
| 4 | PATHLINE, LLC HISTOPATHOLOGY SERVICES 401(K) PLAN | RAMSEY NJ | 136 | $10.0M | $533K |
| 5 | PMC SMART SOLUTIONS, LLC PMC 401(K) RETIREMENT PLAN | CINCINNATI OH | 185 | $11.0M | $256K |
| 6 | C.B. MANUFACTURING & SALES CO., INC. C.B. MANUFACTURING & SALES CO., INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 101 | $9.2M | $150K |
