Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement 2055 R6 JP Morgan 0 in their Schedule of Assets, totaling $3.5M 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 | $1.2M |
| 2 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $726K |
| 3 | STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN |
NEW CASTLE DE |
| 159 |
| $4.0M |
| $686K |
| 4 | HIGH TOWER GROUP, LLC HIGH TOWER 401(K) | JAMESTOWN NC | 92 | $4.3M | $487K |
| 5 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $148K |
| 6 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $81K |
| 7 | PIVOT POINT INTERNATIONAL, INC. PIVOT POINT 401(K) PLAN | CHICAGO IL | 89 | $18.2M | $65K |
| 8 | TREND SERVICES, INC. TREND SERVICES, INC. PROFIT SHARING PLAN | LAFAYETTE LA | 131 | $3.7M | $32K |
