Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan* SmartRetirement 2060 Fund in their Schedule of Assets, totaling $121.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $97.9M |
| 2 | MERITER HEALTH SYSTEMS, INC. MERITER 401(K) PLAN | MADISON WI | 3,454 | $334.6M | $12.4M |
| 3 | BALFOUR BEATTY CONSTRUCTION GROUP, INC. BALFOUR BEATTY CONSTRUCTION GROUP 401(K) AND PROFIT SHARING PLAN |
DALLAS TX |
| 2,041 |
| $486.8M |
| $7.6M |
| 4 | THE THRESHOLDS THE THESHOLDS AND AFFILIATES TAX SHELTERED ANNUITY AND SAVINGS PLAN | CHICAGO IL | 1,585 | $45.8M | $1.4M |
| 5 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $938K |
| 6 | RAILWORKS CORPORATION RAILWORKS CORPORATION INCENTIVE PLAN | NEW YORK NY | 1,027 | $108.0M | $617K |
| 7 | NCS MULTISTAGE LLC NCS MULTISTAGE 401(K) PLAN | HOUSTON TX | 138 | $19.0M | $399K |
| 8 | CARDINAL HEALTH, INC. CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICO | DUBLIN OH | 650 | $51.9M | $382K |
| 9 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $213K |
| 10 | BOPP-BUSCH MANUFACTURING CO. BOPP-BUSCH MANUFACTURING CO. 401(K) PLAN | AU GRES MI | 108 | $10.6M | $52K |
