Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2060 Mutual fund - in their Schedule of Assets, totaling $881K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $531K |
| 2 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $351K |