Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2055 Fund; R5 Registered Investment Company in their Schedule of Assets, totaling $2.8M 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 | ALS GROUP USA, CORP. ALS GROUP USA 401(K) PLAN | HOUSTON TX | 829 | $114.4M | $2.8M |
