Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Smartretirement 2060 R6 in their Schedule of Assets, totaling $5.0M 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 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $1.7M |
| 2 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $1.5M |
| 3 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN |
AURORA CO |
| 94 |
| $14.6M |
| $1.2M |
| 4 | NEVADA DONOR NETWORK NEVADA DONOR NETWORK 403(B) PLAN | LAS VAGAS NV | 224 | $9.6M | $542K |
| 5 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $53K |
| 6 | BLUEFIELD REGIONAL MEDICAL CENTER BLUEFIELD REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN | BLUEFIELD WV | 11 | $993K | $12K |
