Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Smartretirement 2055 R6 Mutual fund - in their Schedule of Assets, totaling $9.6M 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 | NEW HUDSON FACADES, LLC NEW HUDSON FACADES, LLC RETIREMENT SAVINGS PLAN | LINWOOD PA | 330 | $22.7M | $2.6M |
| 2 | STEELWAVE, INC. STEELWAVE, INC. RETIREMENT PLAN | SAN MATEO CA | 88 | $34.4M | $1.2M |
| 3 | EP LOYA GROUP, LP FRED LOYA INSURANCE 401(K) RETIREMENT PLAN |
EL PASO TX |
| 1,791 |
| $24.7M |
| $1.1M |
| 4 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | ALBANY NY | 384 | $66.8M | $979K |
| 5 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $774K |
| 6 | HILL FAMILY GROUP, INC HILL FAMILY GROUP RETIREMENT PLAN | FORT WORTH TX | 31 | $24.7M | $739K |
| 7 | CAMELOT COMMUNITY CARE, INC. CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN | CLEARWATER FL | 1,069 | $10.8M | $721K |
| 8 | GREAT KITCHENS FOOD COMPANY, INC. GREAT KITCHENS FOOD COMPANY 401(K) PLAN | ROMEOVILLE IL | 753 | $10.4M | $720K |
| 9 | DANELLA COMPANIES, INC. THE DANELLA COMPANIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,946 | $20.0M | $428K |
| 10 | METROPOLITAN MINISTRIES, INC METROPOLITAN MINISTRIES, INC. 401(K) PLAN | TAMPA FL | 302 | $8.3M | $150K |
