Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Smartretirement 2060 R5 in their Schedule of Assets, totaling $215K 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 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $215K |
